ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 108 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $596,397 | -2.6% | 3,370 | -1.5% | 0.11% | +4.9% |
| Q2 2023 | $612,527 | +3.8% | 3,420 | +1.6% | 0.10% | -8.8% |
| Q1 2023 | $590,067 | -7.0% | 3,366 | -1.2% | 0.11% | -15.0% |
| Q4 2022 | $634,160 | +30.2% | 3,407 | +18.7% | 0.13% | +22.0% |
| Q3 2022 | $487,000 | -10.3% | 2,871 | +1.4% | 0.11% | +1.9% |
| Q2 2022 | $543,000 | +16.5% | 2,832 | +18.0% | 0.11% | +42.7% |
| Q1 2022 | $466,000 | +12.8% | 2,400 | +16.1% | 0.08% | +11.9% |
| Q4 2021 | $413,000 | +45.9% | 2,068 | +33.6% | 0.07% | +34.0% |
| Q3 2021 | $283,000 | – | 1,548 | – | 0.05% | – |
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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% |