ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 95 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.27 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316,231 | -11.0% | 1,786 | -9.9% | 0.00% | – |
| Q2 2023 | $355,172 | -1.1% | 1,983 | -3.2% | 0.00% | -100.0% |
| Q1 2023 | $359,223 | +5.9% | 2,049 | +12.4% | 0.00% | 0.0% |
| Q4 2022 | $339,288 | +9.1% | 1,823 | -0.7% | 0.00% | 0.0% |
| Q3 2022 | $311,000 | -11.6% | 1,836 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $352,000 | +2.9% | 1,836 | +4.4% | 0.00% | 0.0% |
| Q1 2022 | $342,000 | +56.2% | 1,759 | +60.2% | 0.00% | – |
| Q4 2021 | $219,000 | +9.0% | 1,098 | +0.1% | 0.00% | – |
| Q3 2021 | $201,000 | -43.2% | 1,097 | -45.0% | 0.00% | -100.0% |
| Q1 2021 | $354,000 | -5.6% | 1,994 | -4.5% | 0.00% | 0.0% |
| Q4 2020 | $375,000 | +16.5% | 2,088 | +5.9% | 0.00% | 0.0% |
| Q3 2020 | $322,000 | +17.9% | 1,971 | +11.0% | 0.00% | 0.0% |
| Q2 2020 | $273,000 | +22.4% | 1,776 | +6.9% | 0.00% | 0.0% |
| Q1 2020 | $223,000 | -24.9% | 1,661 | -10.5% | 0.00% | 0.0% |
| Q4 2019 | $297,000 | +28.6% | 1,856 | +12.3% | 0.00% | 0.0% |
| Q3 2019 | $231,000 | -12.5% | 1,653 | -5.4% | 0.00% | 0.0% |
| Q2 2019 | $264,000 | -1.9% | 1,748 | +0.2% | 0.00% | 0.0% |
| Q1 2019 | $269,000 | +7.6% | 1,744 | -1.9% | 0.00% | 0.0% |
| Q4 2018 | $250,000 | -16.1% | 1,778 | +0.3% | 0.00% | 0.0% |
| Q3 2018 | $298,000 | +17.8% | 1,773 | +6.1% | 0.00% | 0.0% |
| Q2 2018 | $253,000 | -7.0% | 1,671 | -9.3% | 0.00% | 0.0% |
| Q1 2018 | $272,000 | -21.6% | 1,843 | -18.1% | 0.00% | 0.0% |
| Q4 2017 | $347,000 | -0.3% | 2,251 | +1.1% | 0.00% | -50.0% |
| Q3 2017 | $348,000 | 0.0% | 2,227 | -0.8% | 0.00% | 0.0% |
| Q2 2017 | $348,000 | +3.9% | 2,246 | +1.1% | 0.00% | 0.0% |
| Q1 2017 | $335,000 | +21.8% | 2,222 | +14.4% | 0.00% | 0.0% |
| Q4 2016 | $275,000 | -17.9% | 1,942 | -13.5% | 0.00% | 0.0% |
| Q3 2016 | $335,000 | +10.9% | 2,244 | +7.3% | 0.00% | 0.0% |
| Q2 2016 | $302,000 | -13.2% | 2,092 | -17.7% | 0.00% | -33.3% |
| Q1 2016 | $348,000 | -30.8% | 2,541 | -18.3% | 0.00% | -25.0% |
| Q4 2015 | $503,000 | +20.6% | 3,111 | +10.5% | 0.00% | 0.0% |
| Q3 2015 | $417,000 | -3.7% | 2,816 | +12.2% | 0.00% | 0.0% |
| Q1 2015 | $433,000 | +13.1% | 2,510 | -0.8% | 0.00% | 0.0% |
| Q4 2014 | $383,000 | +65.8% | 2,529 | +53.9% | 0.00% | +33.3% |
| Q3 2014 | $231,000 | +11.1% | 1,643 | +6.8% | 0.00% | 0.0% |
| Q2 2014 | $208,000 | +94.4% | 1,539 | +81.5% | 0.00% | +50.0% |
| Q1 2014 | $107,000 | +20.2% | 848 | +12.0% | 0.00% | 0.0% |
| Q4 2013 | $89,000 | +11.2% | 757 | +0.3% | 0.00% | 0.0% |
| Q3 2013 | $80,000 | +1.3% | 755 | -5.3% | 0.00% | 0.0% |
| Q2 2013 | $79,000 | – | 797 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SOUTHERN CAPITAL ADVISORS, LLC | 5,335 | $1,036,000 | 0.71% |
| MURPHY CAPITAL MANAGEMENT INC | 17,625 | $3,423,000 | 0.40% |
| RWA WEALTH PARTNERS, LLC | 28,466 | $5,530,000 | 0.36% |
| CAHILL FINANCIAL ADVISORS INC | 7,106 | $1,380,000 | 0.26% |
| Family Firm, Inc. | 4,008 | $779,000 | 0.20% |
| AFT, FORSYTH & COMPANY, INC. | 1,341 | $261,000 | 0.17% |
| Asset Management Group, Inc. | 4,024 | $782,000 | 0.16% |
| Concorde Asset Management, LLC | 1,060 | $206,000 | 0.14% |
| Raab & Moskowitz Asset Management LLC | 1,572 | $305,000 | 0.10% |
| PATTEN & PATTEN INC/TN | 6,003 | $1,166,000 | 0.08% |