ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 100 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.00 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,332,228 | +132.7% | 64,031 | +135.5% | 0.01% | +150.0% |
| Q2 2023 | $4,870,585 | -0.8% | 27,193 | -2.9% | 0.00% | 0.0% |
| Q1 2023 | $4,907,937 | +319.0% | 28,001 | +345.0% | 0.00% | +100.0% |
| Q4 2022 | $1,171,379 | +13.2% | 6,293 | +3.1% | 0.00% | 0.0% |
| Q3 2022 | $1,035,000 | -24.1% | 6,102 | -14.3% | 0.00% | 0.0% |
| Q2 2022 | $1,364,000 | -46.4% | 7,118 | -45.7% | 0.00% | 0.0% |
| Q1 2022 | $2,546,000 | +24.8% | 13,106 | +28.3% | 0.00% | 0.0% |
| Q4 2021 | $2,040,000 | +24.3% | 10,218 | +14.1% | 0.00% | 0.0% |
| Q3 2021 | $1,641,000 | -0.8% | 8,959 | +0.6% | 0.00% | 0.0% |
| Q2 2021 | $1,655,000 | -6.5% | 8,907 | -10.7% | 0.00% | 0.0% |
| Q1 2021 | $1,771,000 | -1.7% | 9,971 | -0.7% | 0.00% | 0.0% |
| Q4 2020 | $1,802,000 | +23.0% | 10,044 | +12.1% | 0.00% | 0.0% |
| Q3 2020 | $1,465,000 | +6.0% | 8,959 | -0.2% | 0.00% | 0.0% |
| Q2 2020 | $1,382,000 | +11.3% | 8,979 | -2.7% | 0.00% | 0.0% |
| Q1 2020 | $1,242,000 | +4.8% | 9,230 | +24.7% | 0.00% | 0.0% |
| Q4 2019 | $1,185,000 | +18.0% | 7,400 | +3.0% | 0.00% | 0.0% |
| Q3 2019 | $1,004,000 | -0.9% | 7,181 | +6.9% | 0.00% | 0.0% |
| Q2 2019 | $1,013,000 | +4.4% | 6,717 | +6.7% | 0.00% | 0.0% |
| Q1 2019 | $970,000 | -49.7% | 6,298 | -54.1% | 0.00% | -66.7% |
| Q4 2018 | $1,930,000 | +58.8% | 13,708 | +89.4% | 0.00% | +50.0% |
| Q3 2018 | $1,215,000 | -18.5% | 7,239 | -26.5% | 0.00% | -33.3% |
| Q2 2018 | $1,490,000 | +2.8% | 9,844 | -1.7% | 0.00% | -25.0% |
| Q1 2018 | $1,450,000 | -7.5% | 10,012 | -1.4% | 0.00% | +33.3% |
| Q4 2017 | $1,567,000 | -3.4% | 10,152 | -2.1% | 0.00% | -25.0% |
| Q3 2017 | $1,622,000 | +1.2% | 10,372 | +0.4% | 0.00% | 0.0% |
| Q2 2017 | $1,602,000 | +1.8% | 10,328 | -0.9% | 0.00% | -20.0% |
| Q1 2017 | $1,573,000 | +5.9% | 10,418 | -0.7% | 0.01% | 0.0% |
| Q4 2016 | $1,485,000 | -0.7% | 10,490 | +4.9% | 0.01% | -16.7% |
| Q3 2016 | $1,495,000 | -3.4% | 10,004 | -6.6% | 0.01% | 0.0% |
| Q2 2016 | $1,547,000 | +73.2% | 10,713 | +64.4% | 0.01% | +50.0% |
| Q1 2016 | $893,000 | -15.6% | 6,516 | -0.5% | 0.00% | -20.0% |
| Q4 2015 | $1,058,000 | -74.6% | 6,546 | -76.7% | 0.01% | -76.2% |
| Q3 2015 | $4,166,000 | -4.5% | 28,147 | +12.8% | 0.02% | 0.0% |
| Q2 2015 | $4,364,000 | +37.5% | 24,964 | +35.6% | 0.02% | +31.2% |
| Q1 2015 | $3,174,000 | +605.3% | 18,408 | +519.8% | 0.02% | +220.0% |
| Q4 2014 | $450,000 | +3650.0% | 2,970 | +3313.8% | 0.01% | – |
| Q3 2014 | $12,000 | -92.3% | 87 | -92.5% | 0.00% | -100.0% |
| Q2 2014 | $156,000 | +30.0% | 1,155 | +21.5% | 0.00% | +100.0% |
| Q1 2014 | $120,000 | +900.0% | 951 | +860.6% | 0.00% | – |
| Q4 2013 | $12,000 | 0.0% | 99 | -12.4% | 0.00% | – |
| Q3 2013 | $12,000 | +140.0% | 113 | +126.0% | 0.00% | – |
| Q2 2013 | $5,000 | – | 50 | – | 0.00% | – |
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% |