ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 122 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,443 | -1.2% | 1,325 | 0.0% | 0.17% | +2.4% |
| Q2 2023 | $237,264 | +2.4% | 1,325 | +0.2% | 0.17% | -6.1% |
| Q1 2023 | $231,724 | -6.8% | 1,322 | -1.0% | 0.18% | -15.6% |
| Q4 2022 | $248,670 | +9.1% | 1,336 | -0.6% | 0.21% | +4.4% |
| Q3 2022 | $228,000 | -11.6% | 1,344 | 0.0% | 0.20% | -2.4% |
| Q2 2022 | $258,000 | -1.1% | 1,344 | +0.2% | 0.21% | +25.3% |
| Q1 2022 | $261,000 | -2.2% | 1,341 | +0.2% | 0.17% | +21.2% |
| Q4 2021 | $267,000 | +10.3% | 1,338 | +1.1% | 0.14% | +5.4% |
| Q3 2021 | $242,000 | -1.6% | 1,323 | 0.0% | 0.13% | -0.8% |
| Q2 2021 | $246,000 | +13.9% | 1,323 | +8.7% | 0.13% | +0.8% |
| Q1 2021 | $216,000 | -0.9% | 1,217 | 0.0% | 0.13% | -4.4% |
| Q4 2020 | $218,000 | +0.5% | 1,217 | -10.4% | 0.14% | -18.1% |
| Q4 2019 | $217,000 | 0.0% | 1,358 | -5.6% | 0.17% | -7.3% |
| Q2 2019 | $217,000 | -15.2% | 1,438 | -13.5% | 0.18% | -19.4% |
| Q1 2019 | $256,000 | +3.6% | 1,662 | -5.1% | 0.22% | -9.8% |
| Q4 2018 | $247,000 | +16.5% | 1,752 | +38.8% | 0.25% | +39.8% |
| Q3 2018 | $212,000 | +3.4% | 1,262 | -9.0% | 0.18% | -7.9% |
| Q1 2018 | $205,000 | -4.2% | 1,387 | 0.0% | 0.19% | -8.6% |
| Q4 2017 | $214,000 | +239.7% | 1,387 | +133.1% | 0.21% | +154.9% |
| Q3 2013 | $63,000 | +215.0% | 595 | +197.5% | 0.08% | +182.8% |
| Q2 2013 | $20,000 | – | 200 | – | 0.03% | – |
Download | ||||||
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% |