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 | $4,269,320 | -15.8% | 24,123 | -14.7% | 0.00% | -25.0% |
| Q2 2023 | $5,067,956 | +0.7% | 28,295 | -1.5% | 0.00% | 0.0% |
| Q1 2023 | $5,034,951 | +1.3% | 28,726 | +7.5% | 0.00% | 0.0% |
| Q4 2022 | $4,972,584 | +26.7% | 26,716 | +15.4% | 0.00% | 0.0% |
| Q3 2022 | $3,925,000 | -21.3% | 23,149 | -11.1% | 0.00% | -20.0% |
| Q2 2022 | $4,988,000 | +2.5% | 26,028 | +3.9% | 0.01% | +25.0% |
| Q1 2022 | $4,866,000 | +0.3% | 25,048 | +3.0% | 0.00% | 0.0% |
| Q4 2021 | $4,853,000 | +7.3% | 24,310 | -1.6% | 0.00% | 0.0% |
| Q3 2021 | $4,524,000 | +2.0% | 24,699 | +3.4% | 0.00% | 0.0% |
| Q2 2021 | $4,437,000 | -3.3% | 23,886 | -7.5% | 0.00% | -20.0% |
| Q1 2021 | $4,587,000 | +6.5% | 25,820 | +7.5% | 0.01% | -16.7% |
| Q4 2020 | $4,309,000 | +44.5% | 24,013 | +31.7% | 0.01% | +20.0% |
| Q3 2020 | $2,982,000 | +7.8% | 18,236 | +1.4% | 0.01% | 0.0% |
| Q2 2020 | $2,767,000 | +56.9% | 17,984 | +37.3% | 0.01% | +25.0% |
| Q1 2020 | $1,763,000 | -14.6% | 13,099 | +1.6% | 0.00% | 0.0% |
| Q4 2019 | $2,065,000 | +4.4% | 12,897 | -8.8% | 0.00% | 0.0% |
| Q3 2019 | $1,978,000 | -12.3% | 14,146 | -5.4% | 0.00% | -20.0% |
| Q2 2019 | $2,256,000 | -10.3% | 14,961 | -8.4% | 0.01% | -16.7% |
| Q1 2019 | $2,514,000 | +5.9% | 16,328 | -3.1% | 0.01% | 0.0% |
| Q4 2018 | $2,373,000 | -23.7% | 16,855 | -9.1% | 0.01% | -14.3% |
| Q3 2018 | $3,111,000 | +0.0% | 18,536 | -9.8% | 0.01% | -12.5% |
| Q2 2018 | $3,110,000 | -9.7% | 20,546 | -12.0% | 0.01% | -11.1% |
| Q1 2018 | $3,444,000 | +3.5% | 23,344 | +8.3% | 0.01% | -10.0% |
| Q4 2017 | $3,326,000 | +23.2% | 21,545 | +24.8% | 0.01% | 0.0% |
| Q3 2017 | $2,700,000 | -4.9% | 17,270 | -5.6% | 0.01% | -9.1% |
| Q2 2017 | $2,839,000 | -6.7% | 18,301 | -9.6% | 0.01% | -47.6% |
| Q1 2017 | $3,044,000 | -9.7% | 20,237 | -13.7% | 0.02% | -19.2% |
| Q4 2016 | $3,371,000 | -20.3% | 23,455 | -16.7% | 0.03% | -35.0% |
| Q3 2016 | $4,231,000 | -24.4% | 28,148 | -25.8% | 0.04% | -14.9% |
| Q2 2016 | $5,599,000 | -52.9% | 37,916 | -55.5% | 0.05% | +42.4% |
| Q1 2016 | $11,876,000 | -46.3% | 85,274 | -38.8% | 0.03% | -45.9% |
| Q4 2015 | $22,118,000 | +96.0% | 139,325 | +89.8% | 0.06% | -1.6% |
| Q3 2015 | $11,284,000 | -31.2% | 73,423 | -21.1% | 0.06% | -25.3% |
| Q2 2015 | $16,403,000 | +1.1% | 93,085 | -2.0% | 0.08% | 0.0% |
| Q1 2015 | $16,229,000 | +75.0% | 94,962 | +55.1% | 0.08% | +62.7% |
| Q4 2014 | $9,272,000 | +36.6% | 61,240 | +25.5% | 0.05% | +27.5% |
| Q3 2014 | $6,789,000 | +1.6% | 48,784 | -1.4% | 0.04% | +2.6% |
| Q2 2014 | $6,685,000 | -5.3% | 49,482 | -11.2% | 0.04% | -9.3% |
| Q1 2014 | $7,060,000 | +67.1% | 55,726 | +55.8% | 0.04% | +65.4% |
| Q4 2013 | $4,225,000 | +15.8% | 35,777 | +3.9% | 0.03% | +8.3% |
| Q3 2013 | $3,649,000 | +12.4% | 34,420 | +5.6% | 0.02% | +4.3% |
| Q2 2013 | $3,247,000 | – | 32,586 | – | 0.02% | – |
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% |