ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 122 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $851,278 | -1.2% | 4,810 | 0.0% | 0.04% | -7.3% |
| Q2 2023 | $861,519 | +2.2% | 4,810 | 0.0% | 0.04% | -4.7% |
| Q1 2023 | $843,081 | -5.8% | 4,810 | 0.0% | 0.04% | -15.7% |
| Q4 2022 | $895,285 | +9.9% | 4,810 | 0.0% | 0.05% | -1.9% |
| Q3 2022 | $815,000 | -11.6% | 4,810 | 0.0% | 0.05% | -13.3% |
| Q2 2022 | $922,000 | -1.3% | 4,810 | 0.0% | 0.06% | +17.6% |
| Q1 2022 | $934,000 | -2.7% | 4,810 | 0.0% | 0.05% | +4.1% |
| Q4 2021 | $960,000 | +9.0% | 4,810 | 0.0% | 0.05% | -2.0% |
| Q3 2021 | $881,000 | -1.3% | 4,810 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $893,000 | +4.6% | 4,810 | 0.0% | 0.05% | -5.6% |
| Q1 2021 | $854,000 | -1.0% | 4,810 | 0.0% | 0.05% | -6.9% |
| Q4 2020 | $863,000 | +9.7% | 4,810 | 0.0% | 0.06% | -3.3% |
| Q3 2020 | $787,000 | +6.4% | 4,810 | 0.0% | 0.06% | 0.0% |
| Q2 2020 | $740,000 | +14.4% | 4,810 | 0.0% | 0.06% | -6.2% |
| Q1 2020 | $647,000 | -16.0% | 4,810 | 0.0% | 0.06% | +20.8% |
| Q4 2019 | $770,000 | +14.4% | 4,810 | 0.0% | 0.05% | +10.4% |
| Q3 2019 | $673,000 | -7.2% | 4,810 | 0.0% | 0.05% | -11.1% |
| Q2 2019 | $725,000 | -51.1% | 4,810 | -50.0% | 0.05% | -8.5% |
| Q1 2019 | $1,482,000 | +118.9% | 9,620 | +100.0% | 0.06% | -3.3% |
| Q4 2018 | $677,000 | -16.1% | 4,810 | 0.0% | 0.06% | -6.2% |
| Q3 2018 | $807,000 | +10.9% | 4,810 | 0.0% | 0.06% | +3.2% |
| Q2 2018 | $728,000 | +2.5% | 4,810 | 0.0% | 0.06% | +3.3% |
| Q1 2018 | $710,000 | -4.4% | 4,810 | 0.0% | 0.06% | -4.7% |
| Q4 2017 | $743,000 | +27.7% | 4,810 | +29.1% | 0.06% | +28.0% |
| Q3 2017 | $582,000 | +0.7% | 3,725 | 0.0% | 0.05% | -2.0% |
| Q2 2017 | $578,000 | +2.8% | 3,725 | 0.0% | 0.05% | +2.0% |
| Q1 2017 | $562,000 | +6.6% | 3,725 | 0.0% | 0.05% | 0.0% |
| Q4 2016 | $527,000 | -5.4% | 3,725 | 0.0% | 0.05% | -7.4% |
| Q3 2016 | $557,000 | +3.5% | 3,725 | 0.0% | 0.05% | +1.9% |
| Q2 2016 | $538,000 | +5.5% | 3,725 | 0.0% | 0.05% | +1.9% |
| Q1 2016 | $510,000 | -15.3% | 3,725 | 0.0% | 0.05% | -10.3% |
| Q4 2015 | $602,000 | +9.3% | 3,725 | 0.0% | 0.06% | +11.5% |
| Q3 2015 | $551,000 | -15.4% | 3,725 | 0.0% | 0.05% | -3.7% |
| Q2 2015 | $651,000 | +1.4% | 3,725 | 0.0% | 0.05% | +3.8% |
| Q1 2015 | $642,000 | +13.8% | 3,725 | 0.0% | 0.05% | +6.1% |
| Q4 2014 | $564,000 | -46.1% | 3,725 | -50.0% | 0.05% | -9.3% |
| Q3 2014 | $1,046,000 | +108.0% | 7,450 | +100.0% | 0.05% | -14.3% |
| Q2 2014 | $503,000 | -46.7% | 3,725 | -50.0% | 0.06% | -6.0% |
| Q1 2014 | $944,000 | +114.5% | 7,450 | +100.0% | 0.07% | -1.5% |
| Q4 2013 | $440,000 | +11.1% | 3,725 | 0.0% | 0.07% | +1.5% |
| Q3 2013 | $396,000 | +6.7% | 3,725 | 0.0% | 0.07% | +3.1% |
| Q2 2013 | $371,000 | – | 3,725 | – | 0.06% | – |
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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% |