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 | $130,055 | -8.2% | 735 | -7.1% | 0.00% | – |
| Q2 2023 | $141,647 | +10.0% | 791 | +7.6% | 0.00% | – |
| Q1 2023 | $128,770 | -5.8% | 735 | +0.1% | 0.00% | – |
| Q4 2022 | $136,706 | +0.5% | 734 | -8.8% | 0.00% | – |
| Q3 2022 | $136,000 | -18.1% | 805 | -6.9% | 0.00% | – |
| Q2 2022 | $166,000 | -7.3% | 865 | -5.9% | 0.00% | – |
| Q1 2022 | $179,000 | +14.0% | 919 | +16.8% | 0.00% | – |
| Q4 2021 | $157,000 | +12.9% | 787 | +4.0% | 0.00% | – |
| Q3 2021 | $139,000 | +63.5% | 757 | +65.6% | 0.00% | – |
| Q2 2021 | $85,000 | +25.0% | 457 | +19.0% | 0.00% | – |
| Q1 2021 | $68,000 | -4.2% | 384 | -2.5% | 0.00% | – |
| Q4 2020 | $71,000 | +10.9% | 394 | 0.0% | 0.00% | – |
| Q3 2020 | $64,000 | +6.7% | 394 | +0.8% | 0.00% | – |
| Q2 2020 | $60,000 | +22.4% | 391 | +8.0% | 0.00% | – |
| Q1 2020 | $49,000 | +22.5% | 362 | +44.8% | 0.00% | – |
| Q4 2019 | $40,000 | +263.6% | 250 | +212.5% | 0.00% | – |
| Q3 2019 | $11,000 | -8.3% | 80 | 0.0% | 0.00% | – |
| Q2 2019 | $12,000 | +50.0% | 80 | +60.0% | 0.00% | – |
| Q1 2019 | $8,000 | +14.3% | 50 | 0.0% | 0.00% | – |
| Q4 2018 | $7,000 | -12.5% | 50 | 0.0% | 0.00% | – |
| Q3 2018 | $8,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q2 2018 | $8,000 | +14.3% | 50 | 0.0% | 0.00% | – |
| Q1 2018 | $7,000 | -12.5% | 50 | 0.0% | 0.00% | – |
| Q4 2017 | $8,000 | -55.6% | 50 | -56.5% | 0.00% | – |
| Q3 2017 | $18,000 | -25.0% | 115 | -25.8% | 0.00% | – |
| Q2 2017 | $24,000 | +4.3% | 155 | 0.0% | 0.00% | – |
| Q1 2017 | $23,000 | -42.5% | 155 | -45.2% | 0.00% | – |
| Q4 2016 | $40,000 | -20.0% | 283 | -17.7% | 0.00% | -100.0% |
| Q2 2016 | $50,000 | +31.6% | 344 | +24.6% | 0.00% | 0.0% |
| Q1 2016 | $38,000 | -30.9% | 276 | -18.8% | 0.00% | 0.0% |
| Q4 2015 | $55,000 | +10.0% | 340 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $50,000 | -15.3% | 340 | 0.0% | 0.00% | -50.0% |
| Q2 2015 | $59,000 | – | 340 | – | 0.00% | – |
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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% |