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 | $400 | +0.3% | 17,448 | +0.7% | 0.07% | +4.5% |
| Q2 2023 | $399 | +1.5% | 17,322 | +0.9% | 0.07% | -2.9% |
| Q1 2023 | $393 | -0.3% | 17,164 | -0.3% | 0.07% | -2.8% |
| Q4 2022 | $394 | -99.9% | 17,218 | +12.8% | 0.07% | 0.0% |
| Q3 2022 | $342,000 | +8.2% | 15,264 | +8.9% | 0.07% | +6.0% |
| Q2 2022 | $316,000 | +2.6% | 14,017 | +9.8% | 0.07% | +13.6% |
| Q1 2022 | $308,000 | -2.2% | 12,771 | +0.6% | 0.06% | +1.7% |
| Q4 2021 | $315,000 | +0.3% | 12,695 | +1.1% | 0.06% | +1.8% |
| Q3 2021 | $314,000 | 0.0% | 12,552 | +0.8% | 0.06% | 0.0% |
| Q2 2021 | $314,000 | +1.3% | 12,449 | +0.9% | 0.06% | -6.6% |
| Q1 2021 | $310,000 | +0.3% | 12,339 | -0.4% | 0.06% | -6.2% |
| Q4 2020 | $309,000 | +735.1% | 12,391 | +709.3% | 0.06% | +712.5% |
| Q3 2020 | $37,000 | – | 1,531 | – | 0.01% | – |
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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% |