ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 100 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.00 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $332,193 | -4.2% | 1,877 | -3.1% | 0.01% | -16.7% |
| Q2 2023 | $346,936 | +96271.1% | 1,937 | -5.7% | 0.01% | +9.1% |
| Q1 2023 | $360 | +230.3% | 2,055 | +249.5% | 0.01% | +120.0% |
| Q4 2022 | $109 | -100.0% | 588 | -85.9% | 0.01% | -54.5% |
| Q3 2022 | $706,000 | -77.1% | 4,163 | -74.1% | 0.01% | -84.1% |
| Q2 2022 | $3,085,000 | +736.0% | 16,098 | +748.2% | 0.07% | +1625.0% |
| Q1 2022 | $369,000 | +195.2% | 1,898 | +177.1% | 0.00% | +33.3% |
| Q3 2021 | $125,000 | -70.7% | 685 | -71.4% | 0.00% | -57.1% |
| Q1 2021 | $426,000 | -93.6% | 2,397 | -93.6% | 0.01% | -96.6% |
| Q4 2020 | $6,695,000 | +1464.3% | 37,312 | +1325.2% | 0.20% | +4000.0% |
| Q3 2020 | $428,000 | -67.3% | 2,618 | -69.2% | 0.01% | -90.7% |
| Q2 2020 | $1,309,000 | +2369.8% | 8,507 | +2150.5% | 0.05% | +1250.0% |
| Q3 2019 | $53,000 | -95.3% | 378 | -94.9% | 0.00% | -94.7% |
| Q2 2019 | $1,116,000 | -27.3% | 7,402 | -25.7% | 0.08% | -19.4% |
| Q1 2019 | $1,535,000 | +208.2% | 9,968 | +235.8% | 0.09% | +151.4% |
| Q3 2018 | $498,000 | -4.4% | 2,968 | -13.8% | 0.04% | +27.6% |
| Q2 2018 | $521,000 | -89.4% | 3,445 | -88.7% | 0.03% | -96.4% |
| Q4 2015 | $4,928,000 | +1.8% | 30,476 | -6.8% | 0.80% | +70.0% |
| Q3 2015 | $4,839,000 | +226.1% | 32,691 | +285.1% | 0.47% | +256.1% |
| Q2 2015 | $1,484,000 | +73.2% | 8,488 | +70.7% | 0.13% | +24.5% |
| Q1 2015 | $857,000 | -22.2% | 4,973 | -31.6% | 0.11% | -0.9% |
| Q4 2014 | $1,101,000 | -68.7% | 7,275 | -71.0% | 0.11% | -72.8% |
| Q3 2014 | $3,516,000 | +207.3% | 25,050 | +195.7% | 0.39% | +168.0% |
| Q2 2014 | $1,144,000 | -76.0% | 8,471 | -77.5% | 0.15% | -75.9% |
| Q1 2014 | $4,768,000 | +842.3% | 37,634 | +778.5% | 0.61% | +627.4% |
| Q4 2013 | $506,000 | – | 4,284 | – | 0.08% | – |
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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% |