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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,343,000 | -2.3% | 17,447 | -1.0% | 0.46% | +17.2% |
| Q1 2022 | $3,423,000 | -5.1% | 17,625 | -2.5% | 0.40% | +2.1% |
| Q4 2021 | $3,608,000 | +5.3% | 18,075 | -3.4% | 0.39% | -3.2% |
| Q3 2021 | $3,425,000 | -2.6% | 18,705 | -1.2% | 0.40% | -0.2% |
| Q2 2021 | $3,516,000 | +3.7% | 18,930 | -0.9% | 0.40% | -5.6% |
| Q1 2021 | $3,392,000 | -1.4% | 19,095 | -0.4% | 0.43% | -7.2% |
| Q4 2020 | $3,441,000 | +7.5% | 19,180 | -2.0% | 0.46% | -1.3% |
| Q3 2020 | $3,201,000 | +4.2% | 19,575 | -1.9% | 0.46% | -4.1% |
| Q2 2020 | $3,071,000 | +12.9% | 19,960 | -1.2% | 0.48% | -6.0% |
| Q1 2020 | $2,719,000 | -26.1% | 20,205 | -12.0% | 0.52% | -1.3% |
| Q4 2019 | $3,677,000 | +9.8% | 22,965 | -4.1% | 0.52% | +4.0% |
| Q3 2019 | $3,349,000 | -9.3% | 23,950 | -2.2% | 0.50% | -8.7% |
| Q2 2019 | $3,694,000 | -3.9% | 24,495 | -1.8% | 0.55% | -6.0% |
| Q1 2019 | $3,842,000 | +3.1% | 24,956 | -5.7% | 0.59% | -6.4% |
| Q4 2018 | $3,727,000 | -17.8% | 26,476 | -2.0% | 0.63% | -0.5% |
| Q3 2018 | $4,535,000 | +10.3% | 27,021 | -0.5% | 0.63% | +5.9% |
| Q2 2018 | $4,112,000 | +0.8% | 27,167 | -1.8% | 0.59% | +2.6% |
| Q1 2018 | $4,081,000 | -6.1% | 27,665 | -1.7% | 0.58% | -2.7% |
| Q4 2017 | $4,346,000 | -2.5% | 28,157 | -1.2% | 0.60% | -6.7% |
| Q3 2017 | $4,458,000 | -1.1% | 28,512 | -1.9% | 0.64% | -4.1% |
| Q2 2017 | $4,509,000 | +0.2% | 29,068 | -2.5% | 0.66% | -0.6% |
| Q1 2017 | $4,500,000 | +1.2% | 29,818 | -5.2% | 0.67% | -4.6% |
| Q4 2016 | $4,446,000 | -11.7% | 31,443 | -6.7% | 0.70% | -10.1% |
| Q3 2016 | $5,034,000 | -1.3% | 33,687 | -4.6% | 0.78% | -1.1% |
| Q2 2016 | $5,099,000 | -5.9% | 35,314 | -10.7% | 0.79% | -7.1% |
| Q1 2016 | $5,417,000 | -20.1% | 39,551 | -5.7% | 0.85% | -17.9% |
| Q4 2015 | $6,783,000 | +8.9% | 41,951 | -0.3% | 1.03% | +0.7% |
| Q3 2015 | $6,227,000 | -16.0% | 42,075 | -0.8% | 1.03% | -7.4% |
| Q2 2015 | $7,411,000 | -0.6% | 42,395 | -2.0% | 1.11% | +0.7% |
| Q1 2015 | $7,458,000 | +15.8% | 43,255 | +1.7% | 1.10% | +12.1% |
| Q4 2014 | $6,441,000 | +7.3% | 42,545 | -0.5% | 0.98% | +4.9% |
| Q3 2014 | $6,004,000 | +4.4% | 42,780 | +0.5% | 0.94% | +2.7% |
| Q2 2014 | $5,750,000 | +6.4% | 42,560 | -0.2% | 0.91% | +0.1% |
| Q1 2014 | $5,405,000 | +3.8% | 42,665 | -3.2% | 0.91% | +0.6% |
| Q4 2013 | $5,207,000 | +10.8% | 44,091 | -0.2% | 0.90% | +2.0% |
| Q3 2013 | $4,700,000 | +3.3% | 44,186 | -3.2% | 0.89% | -4.2% |
| Q2 2013 | $4,548,000 | – | 45,640 | – | 0.93% | – |
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% |