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 2023 | $729,236 | -1.2% | 4,120 | 0.0% | 0.16% | +1.9% |
| Q2 2023 | $738,009 | +2.5% | 4,120 | +0.3% | 0.16% | -2.5% |
| Q1 2023 | $719,822 | -5.5% | 4,107 | +0.4% | 0.16% | -10.1% |
| Q4 2022 | $761,455 | +11.2% | 4,091 | +1.3% | 0.18% | +4.7% |
| Q3 2022 | $685,000 | -11.5% | 4,040 | 0.0% | 0.17% | -8.1% |
| Q2 2022 | $774,000 | -1.0% | 4,040 | +0.4% | 0.19% | +13.4% |
| Q1 2022 | $782,000 | -2.2% | 4,024 | +0.4% | 0.16% | +4.5% |
| Q4 2021 | $800,000 | +9.9% | 4,008 | +0.9% | 0.16% | +5.4% |
| Q3 2021 | $728,000 | -1.4% | 3,974 | 0.0% | 0.15% | -2.6% |
| Q2 2021 | $738,000 | +5.3% | 3,974 | +0.8% | 0.15% | +0.7% |
| Q1 2021 | $701,000 | -1.0% | 3,944 | 0.0% | 0.15% | -11.6% |
| Q4 2020 | $708,000 | +10.1% | 3,944 | +0.3% | 0.17% | -8.5% |
| Q3 2020 | $643,000 | +6.8% | 3,932 | +0.4% | 0.19% | -1.1% |
| Q2 2020 | $602,000 | +15.1% | 3,915 | +0.6% | 0.19% | -3.6% |
| Q1 2020 | $523,000 | -16.1% | 3,890 | 0.0% | 0.20% | +4.8% |
| Q4 2019 | $623,000 | -5.7% | 3,890 | -17.7% | 0.19% | -17.2% |
| Q3 2019 | $661,000 | -24.4% | 4,729 | -18.4% | 0.23% | -26.8% |
| Q2 2019 | $874,000 | -11.0% | 5,793 | -9.2% | 0.31% | -12.9% |
| Q1 2019 | $982,000 | +9.7% | 6,380 | +0.4% | 0.36% | -3.3% |
| Q4 2018 | $895,000 | -15.7% | 6,357 | +0.5% | 0.37% | +2.2% |
| Q3 2018 | $1,062,000 | +11.3% | 6,325 | +0.3% | 0.36% | +8.1% |
| Q2 2018 | $954,000 | +2.6% | 6,305 | 0.0% | 0.33% | 0.0% |
| Q1 2018 | $930,000 | -4.1% | 6,305 | +0.4% | 0.33% | -4.6% |
| Q4 2017 | $970,000 | -0.7% | 6,282 | +0.5% | 0.35% | -4.6% |
| Q3 2017 | $977,000 | -1.9% | 6,250 | -2.6% | 0.37% | -4.9% |
| Q2 2017 | $996,000 | +2.8% | 6,418 | 0.0% | 0.38% | +0.5% |
| Q1 2017 | $969,000 | +7.0% | 6,418 | +0.2% | 0.38% | +3.0% |
| Q4 2016 | $906,000 | -4.9% | 6,403 | +0.5% | 0.37% | -6.1% |
| Q3 2016 | $953,000 | +3.6% | 6,374 | 0.0% | 0.40% | -0.8% |
| Q2 2016 | $920,000 | +2.4% | 6,374 | -2.8% | 0.40% | +0.3% |
| Q1 2016 | $898,000 | -14.0% | 6,557 | +1.5% | 0.40% | -16.0% |
| Q4 2015 | $1,044,000 | +9.5% | 6,457 | +0.2% | 0.47% | +6.0% |
| Q3 2015 | $953,000 | -20.5% | 6,441 | -6.0% | 0.45% | -17.2% |
| Q2 2015 | $1,198,000 | +1.6% | 6,851 | +0.2% | 0.54% | -1.3% |
| Q1 2015 | $1,179,000 | +11.6% | 6,840 | -1.9% | 0.55% | +2.8% |
| Q4 2014 | $1,056,000 | +14.7% | 6,976 | +6.3% | 0.53% | +8.1% |
| Q3 2014 | $921,000 | +36.8% | 6,563 | +31.8% | 0.49% | +35.5% |
| Q2 2014 | $673,000 | +7.0% | 4,978 | +0.2% | 0.36% | +0.6% |
| Q1 2014 | $629,000 | +7.3% | 4,968 | +0.1% | 0.36% | +1.1% |
| Q4 2013 | $586,000 | +60.1% | 4,965 | +44.2% | 0.36% | +50.0% |
| Q3 2013 | $366,000 | – | 3,444 | – | 0.24% | – |
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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% |