ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 125 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,577,000 | -14.2% | 37,167 | -13.2% | 0.00% | 0.0% |
| Q2 2023 | $7,666,000 | -4.5% | 42,802 | -6.5% | 0.00% | 0.0% |
| Q1 2023 | $8,029,000 | -0.4% | 45,800 | +5.8% | 0.00% | 0.0% |
| Q4 2022 | $8,059,000 | +3.7% | 43,301 | -5.6% | 0.00% | 0.0% |
| Q3 2022 | $7,772,000 | -1.4% | 45,847 | +11.5% | 0.00% | 0.0% |
| Q2 2022 | $7,881,000 | -9.8% | 41,121 | -8.5% | 0.00% | 0.0% |
| Q1 2022 | $8,734,000 | +3.1% | 44,953 | +5.9% | 0.00% | 0.0% |
| Q4 2021 | $8,475,000 | +21.6% | 42,458 | +11.6% | 0.00% | 0.0% |
| Q3 2021 | $6,971,000 | -25.7% | 38,060 | -24.7% | 0.00% | 0.0% |
| Q2 2021 | $9,383,000 | +7.1% | 50,512 | +2.4% | 0.00% | -33.3% |
| Q1 2021 | $8,763,000 | +22.0% | 49,331 | +23.2% | 0.00% | +50.0% |
| Q4 2020 | $7,185,000 | +52.8% | 40,044 | +39.3% | 0.00% | 0.0% |
| Q3 2020 | $4,701,000 | -49.6% | 28,745 | -52.6% | 0.00% | -50.0% |
| Q2 2020 | $9,326,000 | +164.0% | 60,607 | +131.0% | 0.00% | +100.0% |
| Q1 2020 | $3,532,000 | -54.1% | 26,242 | -45.3% | 0.00% | -33.3% |
| Q4 2019 | $7,688,000 | -18.7% | 48,018 | -28.9% | 0.00% | -25.0% |
| Q3 2019 | $9,451,000 | +44.3% | 67,570 | +55.6% | 0.00% | +33.3% |
| Q2 2019 | $6,550,000 | -5.1% | 43,431 | -3.1% | 0.00% | 0.0% |
| Q1 2019 | $6,902,000 | +73.8% | 44,826 | +58.8% | 0.00% | +50.0% |
| Q4 2018 | $3,972,000 | -5.9% | 28,223 | +12.2% | 0.00% | 0.0% |
| Q3 2018 | $4,222,000 | -37.7% | 25,150 | -43.8% | 0.00% | -33.3% |
| Q2 2018 | $6,777,000 | -12.6% | 44,770 | -14.9% | 0.00% | 0.0% |
| Q1 2018 | $7,758,000 | -17.7% | 52,591 | -13.9% | 0.00% | -25.0% |
| Q4 2017 | $9,428,000 | +119.9% | 61,066 | +122.8% | 0.00% | +100.0% |
| Q3 2017 | $4,287,000 | +4.6% | 27,413 | +3.7% | 0.00% | 0.0% |
| Q2 2017 | $4,100,000 | -34.9% | 26,429 | -36.7% | 0.00% | -33.3% |
| Q1 2017 | $6,302,000 | -25.5% | 41,760 | -30.2% | 0.00% | -40.0% |
| Q4 2016 | $8,462,000 | +40.7% | 59,836 | +48.7% | 0.01% | +66.7% |
| Q3 2016 | $6,015,000 | -18.2% | 40,243 | -20.9% | 0.00% | -25.0% |
| Q2 2016 | $7,352,000 | -21.7% | 50,906 | -25.7% | 0.00% | -33.3% |
| Q1 2016 | $9,389,000 | -50.1% | 68,543 | -41.0% | 0.01% | -50.0% |
| Q4 2015 | $18,797,000 | +32.1% | 116,248 | +20.9% | 0.01% | +9.1% |
| Q3 2015 | $14,232,000 | -27.7% | 96,159 | -14.6% | 0.01% | -21.4% |
| Q2 2015 | $19,679,000 | +25.1% | 112,564 | +23.4% | 0.01% | +27.3% |
| Q1 2015 | $15,731,000 | +40.0% | 91,240 | +22.9% | 0.01% | +57.1% |
| Q4 2014 | $11,237,000 | +17.3% | 74,222 | +8.7% | 0.01% | 0.0% |
| Q3 2014 | $9,583,000 | -2.0% | 68,284 | -5.6% | 0.01% | 0.0% |
| Q2 2014 | $9,774,000 | +6.7% | 72,336 | +0.1% | 0.01% | 0.0% |
| Q1 2014 | $9,158,000 | +10.7% | 72,286 | +3.2% | 0.01% | +16.7% |
| Q4 2013 | $8,272,000 | +9.8% | 70,047 | -1.1% | 0.01% | 0.0% |
| Q3 2013 | $7,532,000 | +7.6% | 70,800 | +0.8% | 0.01% | 0.0% |
| Q2 2013 | $7,002,000 | – | 70,258 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Massachusetts Wealth Management | 5,025 | $889,328 | 0.82% |
| RiverFront Investment Group, LLC | 36,114 | $6,391 | 0.23% |
| CAHILL FINANCIAL ADVISORS INC | 6,995 | $1,237,911 | 0.21% |
| AFT, FORSYTH & COMPANY, INC. | 1,325 | $234,443 | 0.17% |
| Family Firm, Inc. | 3,335 | $590,237 | 0.17% |
| Asset Management Group, Inc. | 4,120 | $729,236 | 0.16% |
| Institute for Wealth Management, LLC. | 3,370 | $596,397 | 0.11% |
| Raab & Moskowitz Asset Management LLC | 1,537 | $272,019 | 0.10% |
| PATTEN & PATTEN INC/TN | 5,876 | $1,039,939 | 0.09% |
| SPINNAKER TRUST | 6,100 | $1,079,583 | 0.08% |