ISHARES TR's ticker is IBHE and the CUSIP is 46435U168. A total of 21 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,456 | +117.9% | 107,122 | +118.7% | 0.01% | +150.0% |
| Q2 2023 | $1,127 | +16.4% | 48,983 | +15.9% | 0.00% | 0.0% |
| Q1 2023 | $968 | +11.6% | 42,274 | +9.7% | 0.00% | 0.0% |
| Q4 2022 | $867 | -99.9% | 38,528 | +15.6% | 0.00% | 0.0% |
| Q3 2022 | $739,000 | +15.8% | 33,340 | +17.1% | 0.00% | 0.0% |
| Q2 2022 | $638,000 | +50.5% | 28,464 | +61.7% | 0.00% | +100.0% |
| Q1 2022 | $424,000 | +5.7% | 17,605 | +8.9% | 0.00% | 0.0% |
| Q4 2021 | $401,000 | +9.3% | 16,170 | +10.1% | 0.00% | 0.0% |
| Q3 2021 | $367,000 | +34.4% | 14,683 | +35.2% | 0.00% | 0.0% |
| Q2 2021 | $273,000 | +13.3% | 10,859 | +12.9% | 0.00% | 0.0% |
| Q1 2021 | $241,000 | – | 9,618 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 617,886 | $14,093,976 | 11.38% |
| Scissortail Wealth Management, LLC | 279,156 | $6,314,516 | 4.97% |
| Michael S. Ryan, Inc. | 204,602 | $4,648,556 | 4.44% |
| Richard P Slaughter Associates Inc | 617,658 | $14,162,897 | 3.77% |
| Commonwealth Financial Services, LLC | 473,883 | $10,866,148 | 3.23% |
| Tyler-Stone Wealth Management | 94,454 | $2,166 | 1.24% |
| Straight Path Wealth Management | 37,427 | $858,199 | 0.58% |
| Krilogy Financial LLC | 166,409 | $3,815,760 | 0.35% |
| Werba Rubin Papier Wealth Management | 32,997 | $756,621 | 0.27% |
| Sightline Wealth Advisors, LLC | 11,666 | $267,511 | 0.25% |