ISHARES TR's ticker is IBHE and the CUSIP is 46435U168. A total of 87 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $804,733 | +0.4% | 34,575 | +0.8% | 0.22% | -4.7% |
Q1 2024 | $801,887 | +1.2% | 34,298 | 0.0% | 0.23% | -13.4% |
Q4 2023 | $792,284 | +4.7% | 34,298 | +3.9% | 0.27% | 0.0% |
Q3 2023 | $756,621 | -9.4% | 32,997 | -9.2% | 0.27% | -7.2% |
Q2 2023 | $835,475 | +10.5% | 36,325 | +10.1% | 0.29% | -2.4% |
Q1 2023 | $755,961 | +13.0% | 32,997 | +11.0% | 0.30% | +7.6% |
Q4 2022 | $669,155 | – | 29,727 | – | 0.28% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Richard P Slaughter Associates Inc | 831,309 | $19,045,289 | 6.21% |
Scissortail Wealth Management, LLC | 269,045 | $6,163,693 | 5.55% |
Straight Path Wealth Management | 26,899 | $616,256 | 0.49% |
Krilogy Financial LLC | 188,789 | $4,325,145 | 0.36% |
Werba Rubin Papier Wealth Management | 32,997 | $755,961 | 0.30% |
Ironwood Financial, llc | 34,121 | $781,709 | 0.22% |
New England Private Wealth Advisors LLC | 43,401 | $994,300 | 0.20% |
Snowden Capital Advisors LLC | 196,157 | $4,493,965 | 0.18% |
WRAPMANAGER INC | 23,422 | $536,598 | 0.16% |
Mutual Advisors, LLC | 141,433 | $3,240,241 | 0.13% |