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 | $3,973,748 | -54.0% | 22,453 | -53.5% | 0.00% | -50.0% |
| Q2 2023 | $8,644,028 | +464.4% | 48,261 | +452.3% | 0.00% | – |
| Q1 2023 | $1,531,576 | -80.3% | 8,738 | -79.0% | 0.00% | -100.0% |
| Q4 2022 | $7,757,340 | +19.4% | 41,677 | +8.8% | 0.00% | 0.0% |
| Q3 2022 | $6,497,000 | +180.9% | 38,322 | +217.5% | 0.00% | +100.0% |
| Q2 2022 | $2,313,000 | +355.3% | 12,069 | +361.5% | 0.00% | – |
| Q1 2022 | $508,000 | -30.8% | 2,615 | -28.9% | 0.00% | – |
| Q4 2021 | $734,000 | +8.1% | 3,676 | -0.8% | 0.00% | – |
| Q3 2021 | $679,000 | -25.4% | 3,706 | -24.4% | 0.00% | – |
| Q2 2021 | $910,000 | -79.3% | 4,901 | -80.2% | 0.00% | -100.0% |
| Q1 2021 | $4,387,000 | +4.7% | 24,692 | +5.7% | 0.00% | – |
| Q4 2020 | $4,190,000 | -49.5% | 23,358 | -53.9% | 0.00% | -100.0% |
| Q3 2020 | $8,295,000 | +1.4% | 50,721 | -4.6% | 0.00% | 0.0% |
| Q2 2020 | $8,182,000 | +58.8% | 53,173 | +38.9% | 0.00% | 0.0% |
| Q1 2020 | $5,151,000 | +245.5% | 38,276 | +310.9% | 0.00% | – |
| Q4 2019 | $1,491,000 | -46.1% | 9,315 | -52.9% | 0.00% | -100.0% |
| Q3 2019 | $2,767,000 | -74.1% | 19,786 | -72.1% | 0.00% | 0.0% |
| Q2 2019 | $10,692,000 | +87.8% | 70,890 | +91.7% | 0.00% | -50.0% |
| Q1 2019 | $5,694,000 | +34.9% | 36,974 | +23.3% | 0.00% | +100.0% |
| Q4 2018 | $4,220,000 | -15.0% | 29,987 | +1.4% | 0.00% | 0.0% |
| Q3 2018 | $4,964,000 | -55.3% | 29,580 | -59.6% | 0.00% | -75.0% |
| Q2 2018 | $11,093,000 | +149.1% | 73,305 | +142.9% | 0.00% | +300.0% |
| Q1 2018 | $4,453,000 | +30.5% | 30,177 | +36.6% | 0.00% | 0.0% |
| Q4 2017 | $3,411,000 | -47.1% | 22,096 | -46.5% | 0.00% | -50.0% |
| Q3 2017 | $6,454,000 | +551.9% | 41,275 | +546.8% | 0.00% | – |
| Q2 2017 | $990,000 | -40.6% | 6,381 | -42.2% | 0.00% | -100.0% |
| Q1 2017 | $1,667,000 | +171.9% | 11,044 | +154.7% | 0.00% | – |
| Q4 2016 | $613,000 | -74.9% | 4,336 | -73.5% | 0.00% | -100.0% |
| Q3 2016 | $2,444,000 | +52.2% | 16,351 | +47.0% | 0.00% | 0.0% |
| Q2 2016 | $1,606,000 | -70.2% | 11,122 | -71.7% | 0.00% | -66.7% |
| Q1 2016 | $5,384,000 | +1109.9% | 39,315 | +1326.5% | 0.00% | – |
| Q4 2015 | $445,000 | -93.9% | 2,756 | -94.4% | 0.00% | -100.0% |
| Q3 2015 | $7,238,000 | +173.0% | 48,899 | +222.1% | 0.00% | +200.0% |
| Q2 2015 | $2,651,000 | -60.0% | 15,179 | -65.3% | 0.00% | -66.7% |
| Q4 2014 | $6,621,000 | +15.9% | 43,779 | +7.5% | 0.00% | +50.0% |
| Q3 2014 | $5,715,000 | +163.4% | 40,719 | +153.8% | 0.00% | +100.0% |
| Q2 2014 | $2,170,000 | -2.1% | 16,043 | -8.3% | 0.00% | 0.0% |
| Q1 2014 | $2,217,000 | -31.3% | 17,494 | -35.9% | 0.00% | 0.0% |
| Q4 2013 | $3,225,000 | +160.1% | 27,311 | +134.1% | 0.00% | 0.0% |
| Q3 2013 | $1,240,000 | -66.7% | 11,667 | -68.8% | 0.00% | -50.0% |
| Q2 2013 | $3,729,000 | – | 37,416 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHEMUNG CANAL TRUST CO | 18,392 | $3,118,000 | 0.78% |
| Financial Management Professionals, Inc. | 15,147 | $2,568,000 | 0.59% |
| CAHILL FINANCIAL ADVISORS INC | 7,057 | $1,197,000 | 0.25% |
| Family Firm, Inc. | 3,858 | $654,000 | 0.21% |
| AFT, FORSYTH & COMPANY, INC. | 1,344 | $228,000 | 0.20% |
| Asset Management Group, Inc. | 4,040 | $685,000 | 0.17% |
| MBL Wealth, LLC | 3,082 | $523 | 0.11% |
| Institute for Wealth Management, LLC. | 2,871 | $487,000 | 0.11% |
| Raab & Moskowitz Asset Management LLC | 1,537 | $260,000 | 0.11% |
| PATTEN & PATTEN INC/TN | 5,978 | $1,014,000 | 0.10% |