ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 99 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $434,147 | -1.2% | 2,453 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $439,370 | +2.2% | 2,453 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $429,967 | -2.3% | 2,453 | +3.7% | 0.00% | -25.0% |
| Q4 2022 | $440,212 | +7.1% | 2,365 | -2.6% | 0.00% | -20.0% |
| Q3 2022 | $411,000 | -0.5% | 2,427 | +12.6% | 0.01% | 0.0% |
| Q2 2022 | $413,000 | -0.7% | 2,156 | +0.7% | 0.01% | 0.0% |
| Q1 2022 | $416,000 | -5.7% | 2,141 | -3.1% | 0.01% | 0.0% |
| Q4 2021 | $441,000 | +12.5% | 2,209 | +3.2% | 0.01% | 0.0% |
| Q3 2021 | $392,000 | -4.2% | 2,141 | -2.8% | 0.01% | -16.7% |
| Q2 2021 | $409,000 | -3.3% | 2,203 | -7.5% | 0.01% | -33.3% |
| Q1 2021 | $423,000 | +8.2% | 2,381 | +9.2% | 0.01% | 0.0% |
| Q4 2020 | $391,000 | +2.6% | 2,181 | -6.5% | 0.01% | -10.0% |
| Q3 2020 | $381,000 | -15.7% | 2,332 | -20.5% | 0.01% | -16.7% |
| Q2 2020 | $452,000 | +0.7% | 2,934 | -12.1% | 0.01% | -20.0% |
| Q1 2020 | $449,000 | -46.7% | 3,337 | -36.4% | 0.02% | -34.8% |
| Q4 2019 | $842,000 | +7.3% | 5,248 | -6.7% | 0.02% | -4.2% |
| Q3 2019 | $785,000 | -36.2% | 5,622 | -31.2% | 0.02% | -36.8% |
| Q2 2019 | $1,231,000 | -18.2% | 8,167 | -16.5% | 0.04% | -22.4% |
| Q1 2019 | $1,504,000 | +8.7% | 9,781 | -0.3% | 0.05% | -9.3% |
| Q4 2018 | $1,383,000 | -19.5% | 9,812 | -4.2% | 0.05% | -10.0% |
| Q3 2018 | $1,719,000 | +15.4% | 10,246 | +4.0% | 0.06% | -18.9% |
| Q2 2018 | $1,489,000 | +4.2% | 9,851 | +1.7% | 0.07% | +17.5% |
| Q1 2018 | $1,429,000 | -7.6% | 9,687 | -3.3% | 0.06% | -3.1% |
| Q4 2017 | $1,547,000 | -5.0% | 10,016 | -3.9% | 0.06% | -12.2% |
| Q3 2017 | $1,628,000 | -0.7% | 10,423 | -1.3% | 0.07% | -3.9% |
| Q2 2017 | $1,640,000 | +1.5% | 10,555 | -1.3% | 0.08% | 0.0% |
| Q1 2017 | $1,616,000 | +2.9% | 10,691 | -3.4% | 0.08% | -4.9% |
| Q4 2016 | $1,570,000 | -28.9% | 11,066 | -25.1% | 0.08% | -3.6% |
| Q3 2016 | $2,208,000 | +19.4% | 14,774 | +15.2% | 0.08% | -22.2% |
| Q2 2016 | $1,850,000 | +1.1% | 12,829 | -4.1% | 0.11% | -5.3% |
| Q1 2016 | $1,829,000 | -23.7% | 13,373 | -9.7% | 0.11% | -25.5% |
| Q4 2015 | $2,397,000 | +12.9% | 14,805 | +3.2% | 0.15% | +5.5% |
| Q3 2015 | $2,124,000 | +4.4% | 14,348 | +21.6% | 0.14% | +11.5% |
| Q2 2015 | $2,034,000 | 0.0% | 11,804 | 0.0% | 0.13% | -0.8% |
| Q1 2015 | $2,034,000 | +26.0% | 11,804 | +10.6% | 0.13% | +14.9% |
| Q4 2014 | $1,614,000 | +26.2% | 10,668 | +17.2% | 0.11% | +31.0% |
| Q3 2014 | $1,279,000 | +18.5% | 9,104 | +14.1% | 0.09% | +22.5% |
| Q2 2014 | $1,079,000 | +34.9% | 7,976 | +25.8% | 0.07% | +24.6% |
| Q1 2014 | $800,000 | +12.5% | 6,342 | +5.7% | 0.06% | +5.6% |
| Q4 2013 | $711,000 | +62.7% | 6,001 | +46.8% | 0.05% | +42.1% |
| Q3 2013 | $437,000 | +15.0% | 4,088 | +6.0% | 0.04% | 0.0% |
| Q2 2013 | $380,000 | +64.5% | 3,858 | +58.5% | 0.04% | +65.2% |
| Q1 2013 | $231,000 | – | 2,434 | – | 0.02% | – |
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% |