ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 126 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.43 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,039,939 | -1.2% | 5,876 | 0.0% | 0.09% | +4.6% |
| Q2 2023 | $1,052,450 | +2.2% | 5,876 | 0.0% | 0.09% | -4.4% |
| Q1 2023 | $1,029,926 | +92270.0% | 5,876 | -1.9% | 0.09% | -9.9% |
| Q4 2022 | $1,115 | -99.9% | 5,988 | +0.2% | 0.10% | +5.2% |
| Q3 2022 | $1,014,000 | -11.7% | 5,978 | -0.3% | 0.10% | -5.0% |
| Q2 2022 | $1,149,000 | -1.5% | 5,993 | -0.2% | 0.10% | +18.8% |
| Q1 2022 | $1,166,000 | -2.7% | 6,003 | 0.0% | 0.08% | +2.4% |
| Q4 2021 | $1,198,000 | +9.0% | 6,003 | 0.0% | 0.08% | -1.2% |
| Q3 2021 | $1,099,000 | -2.0% | 6,003 | -0.7% | 0.08% | -1.2% |
| Q2 2021 | $1,122,000 | +4.5% | 6,043 | 0.0% | 0.08% | -3.4% |
| Q1 2021 | $1,074,000 | -2.2% | 6,043 | -1.2% | 0.09% | -8.3% |
| Q4 2020 | $1,098,000 | +8.8% | 6,118 | -0.8% | 0.10% | -5.0% |
| Q3 2020 | $1,009,000 | +5.8% | 6,168 | -0.5% | 0.10% | -2.9% |
| Q2 2020 | $954,000 | +11.1% | 6,200 | -2.9% | 0.10% | -8.0% |
| Q1 2020 | $859,000 | -17.2% | 6,385 | -1.5% | 0.11% | +8.7% |
| Q4 2019 | $1,038,000 | +10.2% | 6,485 | -3.7% | 0.10% | +1.0% |
| Q3 2019 | $942,000 | -9.6% | 6,735 | -2.5% | 0.10% | -8.8% |
| Q2 2019 | $1,042,000 | -2.3% | 6,910 | -0.1% | 0.11% | -3.4% |
| Q1 2019 | $1,066,000 | +4.4% | 6,920 | -4.6% | 0.12% | -6.4% |
| Q4 2018 | $1,021,000 | -20.0% | 7,255 | -4.7% | 0.12% | -0.8% |
| Q3 2018 | $1,277,000 | +7.7% | 7,610 | -2.9% | 0.13% | +3.3% |
| Q2 2018 | $1,186,000 | -0.3% | 7,835 | -2.8% | 0.12% | 0.0% |
| Q1 2018 | $1,189,000 | -5.4% | 8,060 | -1.0% | 0.12% | -3.2% |
| Q4 2017 | $1,257,000 | -2.3% | 8,145 | -1.0% | 0.13% | -7.4% |
| Q3 2017 | $1,287,000 | -2.9% | 8,230 | -3.6% | 0.14% | -7.5% |
| Q2 2017 | $1,325,000 | +4.2% | 8,540 | +1.3% | 0.15% | 0.0% |
| Q1 2017 | $1,272,000 | +4.0% | 8,430 | -2.5% | 0.15% | -2.0% |
| Q4 2016 | $1,223,000 | -6.8% | 8,645 | -1.5% | 0.15% | -11.2% |
| Q3 2016 | $1,312,000 | -1.1% | 8,780 | -4.4% | 0.17% | -7.7% |
| Q2 2016 | $1,326,000 | +5.5% | 9,180 | 0.0% | 0.18% | +1.7% |
| Q1 2016 | $1,257,000 | -28.9% | 9,180 | -16.0% | 0.18% | -26.2% |
| Q4 2015 | $1,767,000 | +3.8% | 10,930 | -5.0% | 0.24% | -6.2% |
| Q3 2015 | $1,703,000 | -20.6% | 11,505 | -6.2% | 0.26% | -16.4% |
| Q2 2015 | $2,145,000 | -3.0% | 12,270 | -4.4% | 0.31% | -2.2% |
| Q1 2015 | $2,212,000 | +13.4% | 12,830 | -0.4% | 0.32% | +7.8% |
| Q4 2014 | $1,950,000 | -1.7% | 12,880 | -8.8% | 0.30% | -6.3% |
| Q3 2014 | $1,983,000 | +3.9% | 14,130 | 0.0% | 0.32% | +1.6% |
| Q2 2014 | $1,909,000 | +5.6% | 14,130 | -1.0% | 0.31% | +26.5% |
| Q1 2014 | $1,808,000 | +6.2% | 14,270 | -1.0% | 0.24% | +3.4% |
| Q4 2013 | $1,703,000 | -36.5% | 14,420 | -44.5% | 0.24% | +10.7% |
| Q3 2013 | $2,680,000 | +119.5% | 25,965 | +112.0% | 0.21% | +7.0% |
| Q2 2013 | $1,221,000 | – | 12,250 | – | 0.20% | – |
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% |