ISHARES TR's ticker is IHE and the CUSIP is 464288836.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,391 | +2.7% | 36,114 | +3.9% | 0.23% | +11.8% |
| Q2 2023 | $6,222 | -99.9% | 34,744 | +8.0% | 0.20% | +2.0% |
| Q1 2023 | $5,638,423 | +135.5% | 32,168 | -17.7% | 0.20% | +45.3% |
| Q3 2010 | $2,394,000 | +13.7% | 39,107 | +1.7% | 0.14% | -12.2% |
| Q2 2010 | $2,105,000 | -52.1% | 38,463 | -47.8% | 0.16% | -45.8% |
| Q1 2010 | $4,399,000 | +21.0% | 73,673 | +16.9% | 0.29% | +3.2% |
| Q4 2009 | $3,635,000 | +112.2% | 63,041 | +94.4% | 0.28% | +74.4% |
| Q3 2009 | $1,713,000 | +45.7% | 32,425 | +27.8% | 0.16% | +1.9% |
| Q2 2009 | $1,176,000 | -49.5% | 25,370 | -54.1% | 0.16% | -68.5% |
| Q1 2009 | $2,328,000 | +44.2% | 55,253 | +54.3% | 0.50% | -14.6% |
| Q4 2008 | $1,614,000 | – | 35,818 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Massachusetts Wealth Management | 5,330 | $989,035 | 0.96% |
| CAHILL FINANCIAL ADVISORS INC | 7,104 | $1,322,226 | 0.25% |
| AFT, FORSYTH & COMPANY, INC. | 1,336 | $248,670 | 0.21% |
| Family Firm, Inc. | 3,465 | $644,948 | 0.19% |
| Concorde Asset Management, LLC | 1,088 | $202,478 | 0.18% |
| Asset Management Group, Inc. | 4,091 | $761,455 | 0.18% |
| Institute for Wealth Management, LLC. | 3,407 | $634,160 | 0.13% |
| CHEMUNG CANAL TRUST CO | 3,071 | $572 | 0.13% |
| MBL Wealth, LLC | 3,177 | $591 | 0.11% |
| Raab & Moskowitz Asset Management LLC | 1,537 | $286,082 | 0.11% |