ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 100 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,698 | -1.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $17,911 | +2.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $17,528 | -5.8% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $18,613 | +9.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $17,000 | -10.5% | 100 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $19,000 | 0.0% | 100 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $19,000 | -5.0% | 100 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $20,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $18,000 | -5.3% | 100 | 0.0% | 0.00% | -25.0% |
| Q2 2021 | $19,000 | +5.6% | 100 | 0.0% | 0.00% | +33.3% |
| Q1 2021 | $18,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $18,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | +6.7% | 100 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $15,000 | +15.4% | 100 | 0.0% | 0.00% | +33.3% |
| Q1 2020 | $13,000 | -18.8% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $16,000 | +6.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $15,000 | +7.1% | 100 | 0.0% | 0.00% | -25.0% |
| Q4 2018 | $14,000 | -17.6% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $17,000 | +13.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $15,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $15,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $15,000 | -6.2% | 100 | 0.0% | 0.00% | -20.0% |
| Q3 2017 | $16,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $16,000 | +6.7% | 100 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $15,000 | +7.1% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $14,000 | -6.7% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $15,000 | +7.1% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $14,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $14,000 | -12.5% | 100 | 0.0% | 0.01% | -16.7% |
| Q4 2015 | $16,000 | +6.7% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $15,000 | -11.8% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $17,000 | -67.3% | 100 | -66.7% | 0.01% | -64.7% |
| Q1 2015 | $52,000 | +15.6% | 300 | 0.0% | 0.02% | +13.3% |
| Q4 2014 | $45,000 | +7.1% | 300 | 0.0% | 0.02% | +7.1% |
| Q3 2014 | $42,000 | +2.4% | 300 | 0.0% | 0.01% | +7.7% |
| Q2 2014 | $41,000 | +7.9% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $38,000 | +8.6% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $35,000 | +9.4% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $32,000 | +6.7% | 300 | 0.0% | 0.01% | +18.2% |
| Q2 2013 | $30,000 | – | 300 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SOUTHERN CAPITAL ADVISORS, LLC | 5,335 | $1,036,000 | 0.71% |
| MURPHY CAPITAL MANAGEMENT INC | 17,625 | $3,423,000 | 0.40% |
| RWA WEALTH PARTNERS, LLC | 28,466 | $5,530,000 | 0.36% |
| CAHILL FINANCIAL ADVISORS INC | 7,106 | $1,380,000 | 0.26% |
| Family Firm, Inc. | 4,008 | $779,000 | 0.20% |
| AFT, FORSYTH & COMPANY, INC. | 1,341 | $261,000 | 0.17% |
| Asset Management Group, Inc. | 4,024 | $782,000 | 0.16% |
| Concorde Asset Management, LLC | 1,060 | $206,000 | 0.14% |
| Raab & Moskowitz Asset Management LLC | 1,572 | $305,000 | 0.10% |
| PATTEN & PATTEN INC/TN | 6,003 | $1,166,000 | 0.08% |