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 | $4 | -92.7% | 317 | -36.6% | 0.00% | -100.0% |
| Q4 2022 | $55 | -99.9% | 500 | -16.7% | 0.01% | +66.7% |
| Q3 2022 | $53,000 | -7.0% | 600 | +50.0% | 0.00% | -25.0% |
| Q2 2022 | $57,000 | -1.7% | 400 | -50.0% | 0.00% | +33.3% |
| Q1 2022 | $58,000 | +141.7% | 800 | -38.5% | 0.00% | +200.0% |
| Q3 2021 | $24,000 | -78.4% | 1,300 | +62.5% | 0.00% | -80.0% |
| Q2 2021 | $111,000 | +909.1% | 800 | -65.2% | 0.01% | – |
| Q3 2020 | $11,000 | -95.6% | 2,300 | +4.5% | 0.00% | -100.0% |
| Q2 2020 | $248,000 | -35.1% | 2,201 | -29.0% | 0.02% | -15.8% |
| Q1 2020 | $382,000 | +961.1% | 3,101 | -40.4% | 0.02% | +850.0% |
| Q4 2019 | $36,000 | +3500.0% | 5,200 | +550.0% | 0.00% | – |
| Q3 2019 | $1,000 | -50.0% | 800 | -42.9% | 0.00% | – |
| Q2 2019 | $2,000 | -86.7% | 1,400 | +1300.0% | 0.00% | -100.0% |
| Q2 2018 | $15,000 | -83.7% | 100 | -83.3% | 0.00% | -75.0% |
| Q4 2017 | $92,000 | -1.1% | 600 | 0.0% | 0.00% | +33.3% |
| Q3 2017 | $93,000 | +2225.0% | 600 | -73.9% | 0.00% | – |
| Q3 2016 | $4,000 | – | 2,300 | +1050.0% | 0.00% | – |
| Q2 2016 | $0 | – | 200 | 0.0% | 0.00% | – |
| Q4 2015 | $0 | – | 200 | – | 0.00% | – |
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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% |