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 | $5,722,497 | -1.2% | 32,334 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $5,791,343 | -10.8% | 32,334 | -12.7% | 0.01% | -18.2% |
| Q1 2023 | $6,491,376 | -5.8% | 37,035 | 0.0% | 0.01% | -15.4% |
| Q4 2022 | $6,893,325 | +9.7% | 37,035 | -0.1% | 0.01% | +8.3% |
| Q3 2022 | $6,286,000 | -11.6% | 37,075 | -0.1% | 0.01% | -7.7% |
| Q2 2022 | $7,111,000 | -1.3% | 37,106 | 0.0% | 0.01% | +18.2% |
| Q1 2022 | $7,208,000 | -3.3% | 37,106 | -0.6% | 0.01% | +22.2% |
| Q4 2021 | $7,455,000 | +8.5% | 37,346 | -0.4% | 0.01% | -10.0% |
| Q3 2021 | $6,869,000 | -1.7% | 37,506 | -0.3% | 0.01% | -9.1% |
| Q2 2021 | $6,985,000 | -2.0% | 37,606 | -6.2% | 0.01% | -8.3% |
| Q1 2021 | $7,126,000 | -1.0% | 40,110 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $7,197,000 | +8.1% | 40,110 | -1.5% | 0.01% | -7.1% |
| Q3 2020 | $6,658,000 | +5.8% | 40,710 | -0.4% | 0.01% | -6.7% |
| Q2 2020 | $6,292,000 | +14.0% | 40,893 | -0.3% | 0.02% | -11.8% |
| Q1 2020 | $5,521,000 | -21.5% | 41,024 | -6.6% | 0.02% | -5.6% |
| Q4 2019 | $7,034,000 | +2.8% | 43,929 | -10.2% | 0.02% | -5.3% |
| Q3 2019 | $6,843,000 | -18.0% | 48,929 | -11.6% | 0.02% | -20.8% |
| Q2 2019 | $8,349,000 | -2.5% | 55,359 | -0.4% | 0.02% | 0.0% |
| Q1 2019 | $8,560,000 | +0.3% | 55,592 | -8.3% | 0.02% | -17.2% |
| Q4 2018 | $8,536,000 | -20.6% | 60,637 | -5.3% | 0.03% | -6.5% |
| Q3 2018 | $10,751,000 | +16.1% | 64,047 | +4.7% | 0.03% | +10.7% |
| Q2 2018 | $9,263,000 | +2.6% | 61,197 | -0.0% | 0.03% | -3.4% |
| Q1 2018 | $9,032,000 | -6.2% | 61,217 | -1.9% | 0.03% | -3.3% |
| Q4 2017 | $9,633,000 | -2.4% | 62,397 | -1.2% | 0.03% | -9.1% |
| Q3 2017 | $9,873,000 | -0.0% | 63,143 | -0.8% | 0.03% | +10.0% |
| Q2 2017 | $9,876,000 | +0.9% | 63,663 | -1.8% | 0.03% | -9.1% |
| Q1 2017 | $9,786,000 | -1.2% | 64,833 | -7.4% | 0.03% | -5.7% |
| Q4 2016 | $9,903,000 | -14.7% | 70,038 | -9.9% | 0.04% | -12.5% |
| Q3 2016 | $11,612,000 | +1.6% | 77,703 | -1.8% | 0.04% | 0.0% |
| Q2 2016 | $11,431,000 | -0.9% | 79,158 | -6.0% | 0.04% | 0.0% |
| Q1 2016 | $11,537,000 | -19.7% | 84,223 | -5.2% | 0.04% | -18.4% |
| Q4 2015 | $14,372,000 | +12.5% | 88,889 | +3.0% | 0.05% | +6.5% |
| Q3 2015 | $12,773,000 | -12.0% | 86,298 | +3.9% | 0.05% | -2.1% |
| Q2 2015 | $14,522,000 | -2.6% | 83,068 | -3.9% | 0.05% | 0.0% |
| Q1 2015 | $14,907,000 | +15.3% | 86,458 | +1.2% | 0.05% | +14.6% |
| Q4 2014 | $12,931,000 | +3.5% | 85,408 | -4.0% | 0.04% | +2.5% |
| Q3 2014 | $12,491,000 | +6.9% | 88,998 | +2.9% | 0.04% | +8.1% |
| Q2 2014 | $11,680,000 | +16.1% | 86,448 | +8.8% | 0.04% | +15.6% |
| Q1 2014 | $10,064,000 | +5.9% | 79,443 | -1.3% | 0.03% | +3.2% |
| Q4 2013 | $9,507,000 | +17.6% | 80,503 | +6.0% | 0.03% | +6.9% |
| Q3 2013 | $8,081,000 | +12.5% | 75,958 | +5.4% | 0.03% | 0.0% |
| Q2 2013 | $7,180,000 | – | 72,048 | – | 0.03% | – |
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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% |