ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 129 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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $7,019 | +9.8% | 37,863 | +4.8% | 0.22% | -3.1% |
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 ↓ |
---|---|---|---|
S. R. Schill & Associates | 9,643 | $1,298,000 | 0.87% |
MURPHY CAPITAL MANAGEMENT INC | 20,205 | $2,719,000 | 0.52% |
CAHILL FINANCIAL ADVISORS INC | 7,168 | $965,000 | 0.45% |
Raab & Moskowitz Asset Management LLC | 3,129 | $421,000 | 0.23% |
Family Firm, Inc. | 3,538 | $476,000 | 0.20% |
Asset Management Group, Inc. | 3,890 | $523,000 | 0.20% |
SPINNAKER TRUST | 10,755 | $1,447,000 | 0.16% |
PATTEN & PATTEN INC/TN | 6,385 | $859,000 | 0.11% |
Koshinski Asset Management, Inc. | 3,446 | $464,000 | 0.10% |
Wealthstreet Investment Advisors, LLC | 3,695 | $497,000 | 0.07% |