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 2018 | $698,000 | +8.9% | 4,157 | -1.8% | 0.04% | -4.7% |
| Q2 2018 | $641,000 | -1.1% | 4,235 | -3.6% | 0.04% | -8.5% |
| Q1 2018 | $648,000 | -6.8% | 4,391 | -2.4% | 0.05% | -13.0% |
| Q4 2017 | $695,000 | -5.3% | 4,500 | -4.1% | 0.05% | -11.5% |
| Q3 2017 | $734,000 | +5.2% | 4,692 | +4.3% | 0.06% | -7.6% |
| Q2 2017 | $698,000 | +43.9% | 4,500 | +40.1% | 0.07% | +40.4% |
| Q1 2017 | $485,000 | +102.1% | 3,213 | +100.1% | 0.05% | +67.9% |
| Q3 2016 | $240,000 | +20.0% | 1,606 | +29.6% | 0.03% | 0.0% |
| Q4 2015 | $200,000 | -21.6% | 1,239 | -28.0% | 0.03% | -30.0% |
| Q3 2015 | $255,000 | -82.2% | 1,721 | -79.0% | 0.04% | -79.8% |
| Q2 2015 | $1,433,000 | +15.4% | 8,194 | +13.7% | 0.20% | +20.0% |
| Q1 2015 | $1,242,000 | +7.7% | 7,205 | -5.3% | 0.16% | +8.6% |
| Q4 2014 | $1,153,000 | – | 7,612 | – | 0.15% | – |
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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% |