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 | $664,569 | -1.9% | 3,755 | -0.7% | 0.00% | 0.0% |
| Q2 2023 | $677,221 | -9.0% | 3,781 | -11.0% | 0.00% | 0.0% |
| Q1 2023 | $744,465 | -26.1% | 4,247 | -21.5% | 0.00% | -50.0% |
| Q4 2022 | $1,007,955 | +3.4% | 5,413 | -5.8% | 0.00% | 0.0% |
| Q3 2022 | $975,000 | -10.6% | 5,746 | +1.1% | 0.00% | 0.0% |
| Q2 2022 | $1,090,000 | +57.7% | 5,683 | +59.9% | 0.00% | +100.0% |
| Q1 2022 | $691,000 | -4.4% | 3,554 | -1.8% | 0.00% | 0.0% |
| Q4 2021 | $723,000 | +13.7% | 3,618 | +4.2% | 0.00% | 0.0% |
| Q3 2021 | $636,000 | -7.2% | 3,471 | -5.8% | 0.00% | 0.0% |
| Q2 2021 | $685,000 | -0.7% | 3,684 | -5.1% | 0.00% | -50.0% |
| Q1 2021 | $690,000 | +6.2% | 3,883 | +7.3% | 0.00% | 0.0% |
| Q4 2020 | $650,000 | +9.4% | 3,619 | -0.3% | 0.00% | 0.0% |
| Q3 2020 | $594,000 | +3.7% | 3,629 | -2.6% | 0.00% | 0.0% |
| Q2 2020 | $573,000 | +7.1% | 3,724 | -6.3% | 0.00% | 0.0% |
| Q1 2020 | $535,000 | -16.9% | 3,975 | -1.1% | 0.00% | 0.0% |
| Q4 2019 | $644,000 | +8.1% | 4,021 | -5.7% | 0.00% | 0.0% |
| Q3 2019 | $596,000 | -23.5% | 4,264 | -17.4% | 0.00% | -33.3% |
| Q2 2019 | $779,000 | -1.6% | 5,163 | +0.3% | 0.00% | 0.0% |
| Q1 2019 | $792,000 | -3.3% | 5,145 | -11.5% | 0.00% | -25.0% |
| Q4 2018 | $819,000 | -49.0% | 5,816 | -39.2% | 0.00% | -42.9% |
| Q3 2018 | $1,607,000 | +56.9% | 9,573 | +41.5% | 0.01% | +40.0% |
| Q2 2018 | $1,024,000 | -2.2% | 6,766 | -4.6% | 0.01% | -16.7% |
| Q1 2018 | $1,047,000 | -15.6% | 7,093 | -11.7% | 0.01% | -25.0% |
| Q4 2017 | $1,240,000 | +6.4% | 8,032 | +7.8% | 0.01% | +14.3% |
| Q3 2017 | $1,165,000 | -1.4% | 7,449 | -2.2% | 0.01% | -12.5% |
| Q2 2017 | $1,182,000 | +15.3% | 7,618 | +12.2% | 0.01% | 0.0% |
| Q1 2017 | $1,025,000 | +2.4% | 6,787 | -4.1% | 0.01% | 0.0% |
| Q4 2016 | $1,001,000 | +24.0% | 7,078 | +31.0% | 0.01% | +14.3% |
| Q3 2016 | $807,000 | -18.2% | 5,404 | -21.0% | 0.01% | -30.0% |
| Q2 2016 | $987,000 | -37.5% | 6,837 | -40.6% | 0.01% | -44.4% |
| Q1 2016 | $1,578,000 | -79.3% | 11,511 | -75.5% | 0.02% | -79.8% |
| Q4 2015 | $7,606,000 | +114.3% | 47,036 | +96.2% | 0.09% | +50.8% |
| Q3 2015 | $3,549,000 | -59.9% | 23,974 | -53.3% | 0.06% | -86.3% |
| Q1 2015 | $8,854,000 | -3.9% | 51,353 | -15.7% | 0.43% | -9.4% |
| Q4 2014 | $9,218,000 | +9.0% | 60,888 | +1.0% | 0.48% | +4.1% |
| Q3 2014 | $8,457,000 | +3.1% | 60,259 | -0.7% | 0.46% | -6.0% |
| Q2 2014 | $8,203,000 | +6.7% | 60,712 | +0.0% | 0.49% | +7.5% |
| Q1 2014 | $7,691,000 | +8.2% | 60,710 | +0.9% | 0.45% | +3.9% |
| Q4 2013 | $7,105,000 | +9.6% | 60,160 | -1.3% | 0.44% | +1.6% |
| Q3 2013 | $6,482,000 | +359.1% | 60,925 | +329.9% | 0.43% | +946.3% |
| Q2 2013 | $1,412,000 | – | 14,171 | – | 0.04% | – |
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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% |