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 | $1,079,583 | -1.2% | 6,100 | 0.0% | 0.08% | +2.5% |
| Q2 2023 | $1,092,571 | +0.8% | 6,100 | -1.4% | 0.08% | -3.7% |
| Q1 2023 | $1,083,912 | +93340.7% | 6,184 | -0.8% | 0.08% | -8.9% |
| Q4 2022 | $1,160 | -99.9% | 6,231 | -2.0% | 0.09% | +1.1% |
| Q3 2022 | $1,078,000 | -11.6% | 6,360 | 0.0% | 0.09% | -5.3% |
| Q2 2022 | $1,219,000 | -1.3% | 6,360 | 0.0% | 0.09% | +13.3% |
| Q1 2022 | $1,235,000 | -4.6% | 6,360 | -1.9% | 0.08% | 0.0% |
| Q4 2021 | $1,295,000 | +9.0% | 6,485 | 0.0% | 0.08% | 0.0% |
| Q3 2021 | $1,188,000 | -5.6% | 6,485 | -4.3% | 0.08% | -5.7% |
| Q2 2021 | $1,259,000 | +4.7% | 6,777 | 0.0% | 0.09% | -2.2% |
| Q1 2021 | $1,203,000 | -5.6% | 6,777 | -4.6% | 0.09% | -11.8% |
| Q4 2020 | $1,274,000 | +1.8% | 7,102 | -7.2% | 0.10% | -8.1% |
| Q3 2020 | $1,251,000 | +4.7% | 7,653 | -1.5% | 0.11% | -1.8% |
| Q2 2020 | $1,195,000 | -17.4% | 7,772 | -27.7% | 0.11% | -28.9% |
| Q1 2020 | $1,447,000 | -20.7% | 10,755 | -5.6% | 0.16% | -4.8% |
| Q4 2019 | $1,824,000 | +14.5% | 11,397 | 0.0% | 0.17% | +6.4% |
| Q3 2019 | $1,593,000 | -12.5% | 11,397 | -5.6% | 0.16% | -14.2% |
| Q2 2019 | $1,820,000 | -3.3% | 12,069 | -1.4% | 0.18% | -3.2% |
| Q1 2019 | $1,883,000 | +4.2% | 12,239 | -4.7% | 0.19% | -7.8% |
| Q4 2018 | $1,807,000 | -19.7% | 12,838 | -4.3% | 0.20% | -7.7% |
| Q3 2018 | $2,251,000 | +7.7% | 13,410 | -2.9% | 0.22% | -0.4% |
| Q2 2018 | $2,090,000 | -13.6% | 13,814 | -15.8% | 0.22% | -15.2% |
| Q1 2018 | $2,419,000 | -6.9% | 16,397 | -2.6% | 0.26% | -12.9% |
| Q4 2017 | $2,599,000 | -7.6% | 16,839 | -6.4% | 0.30% | -14.0% |
| Q3 2017 | $2,812,000 | -69.6% | 17,989 | -69.9% | 0.35% | -69.7% |
| Q2 2017 | $9,265,000 | +3.5% | 59,725 | +0.7% | 1.16% | -0.4% |
| Q1 2017 | $8,953,000 | +6.7% | 59,315 | +0.0% | 1.16% | +3.1% |
| Q4 2016 | $8,387,000 | -58.9% | 59,308 | -58.3% | 1.13% | -19.8% |
| Q3 2016 | $20,403,000 | +99.9% | 142,343 | +101.4% | 1.41% | -0.1% |
| Q2 2016 | $10,206,000 | +6.8% | 70,678 | +1.3% | 1.41% | +4.8% |
| Q1 2016 | $9,554,000 | -13.2% | 69,742 | +2.4% | 1.34% | -14.6% |
| Q4 2015 | $11,008,000 | +16.3% | 68,084 | +6.4% | 1.57% | +8.4% |
| Q3 2015 | $9,468,000 | +0.1% | 63,963 | +18.2% | 1.45% | +2.7% |
| Q2 2015 | $9,457,000 | +3.1% | 54,097 | +1.6% | 1.41% | +6.5% |
| Q1 2015 | $9,177,000 | +27.5% | 53,222 | +11.9% | 1.32% | +23.9% |
| Q4 2014 | $7,198,000 | +14.2% | 47,546 | +5.9% | 1.07% | +5.0% |
| Q3 2014 | $6,302,000 | +4.7% | 44,900 | +0.8% | 1.02% | +3.1% |
| Q2 2014 | $6,020,000 | +7.8% | 44,556 | +1.1% | 0.99% | +7.5% |
| Q1 2014 | $5,584,000 | +10.4% | 44,075 | +2.9% | 0.92% | +8.9% |
| Q4 2013 | $5,059,000 | +12.1% | 42,836 | +1.0% | 0.84% | +3.1% |
| Q3 2013 | $4,513,000 | +14.9% | 42,424 | +7.6% | 0.82% | +10.7% |
| Q2 2013 | $3,928,000 | – | 39,423 | – | 0.74% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHEMUNG CANAL TRUST CO | 18,392 | $3,118,000 | 0.78% |
| Financial Management Professionals, Inc. | 15,147 | $2,568,000 | 0.59% |
| CAHILL FINANCIAL ADVISORS INC | 7,057 | $1,197,000 | 0.25% |
| Family Firm, Inc. | 3,858 | $654,000 | 0.21% |
| AFT, FORSYTH & COMPANY, INC. | 1,344 | $228,000 | 0.20% |
| Asset Management Group, Inc. | 4,040 | $685,000 | 0.17% |
| MBL Wealth, LLC | 3,082 | $523 | 0.11% |
| Institute for Wealth Management, LLC. | 2,871 | $487,000 | 0.11% |
| Raab & Moskowitz Asset Management LLC | 1,537 | $260,000 | 0.11% |
| PATTEN & PATTEN INC/TN | 5,978 | $1,014,000 | 0.10% |