ISHARES TR's ticker is IBHE and the CUSIP is 46435U168. A total of 69 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,718,879 | +6.4% | 205,795 | +6.7% | 0.00% | – |
| Q2 2023 | $4,436,424 | +6.5% | 192,888 | +6.1% | 0.00% | – |
| Q1 2023 | $4,164,511 | +32.6% | 181,777 | +30.3% | 0.00% | – |
| Q4 2022 | $3,140,123 | +506.2% | 139,499 | +497.8% | 0.00% | – |
| Q3 2022 | $518,000 | +346.6% | 23,334 | +352.3% | 0.00% | – |
| Q2 2022 | $116,000 | – | 5,159 | – | 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% |