ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 119 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.40 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $241,933 | -1.2% | 1,367 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $244,843 | +2.2% | 1,367 | 0.0% | 0.03% | +12.0% |
| Q1 2023 | $239,603 | +94231.9% | 1,367 | 0.0% | 0.02% | -7.4% |
| Q4 2022 | $254 | -99.9% | 1,367 | 0.0% | 0.03% | -3.6% |
| Q3 2022 | $232,000 | -11.5% | 1,367 | 0.0% | 0.03% | -3.4% |
| Q2 2022 | $262,000 | -46.1% | 1,367 | -44.6% | 0.03% | +20.8% |
| Q1 2022 | $486,000 | +120.9% | 2,467 | +124.3% | 0.02% | +9.1% |
| Q4 2021 | $220,000 | +9.5% | 1,100 | 0.0% | 0.02% | -4.3% |
| Q3 2021 | $201,000 | -1.5% | 1,100 | 0.0% | 0.02% | -23.3% |
| Q2 2021 | $204,000 | -1.4% | 1,100 | -21.4% | 0.03% | -26.8% |
| Q1 2018 | $207,000 | -7.2% | 1,400 | -14.1% | 0.04% | -25.5% |
| Q1 2016 | $223,000 | -15.5% | 1,630 | 0.0% | 0.06% | -12.7% |
| Q4 2015 | $264,000 | +9.5% | 1,630 | 0.0% | 0.06% | 0.0% |
| Q3 2015 | $241,000 | +6.6% | 1,630 | +26.4% | 0.06% | +8.6% |
| Q2 2015 | $226,000 | +1.8% | 1,290 | 0.0% | 0.06% | +1.8% |
| Q1 2015 | $222,000 | -16.9% | 1,290 | -26.9% | 0.06% | -18.6% |
| Q4 2014 | $267,000 | +7.7% | 1,764 | 0.0% | 0.07% | -5.4% |
| Q3 2014 | $248,000 | +4.2% | 1,764 | 0.0% | 0.07% | +4.2% |
| Q2 2014 | $238,000 | +6.7% | 1,764 | 0.0% | 0.07% | -2.7% |
| Q1 2014 | $223,000 | +7.2% | 1,764 | 0.0% | 0.07% | +4.3% |
| Q4 2013 | $208,000 | – | 1,764 | – | 0.07% | – |
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% |