ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 140 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $114,928 | +10.1% | 1,694 | +10.1% | 0.00% | 0.0% |
| Q1 2024 | $104,396 | +9.8% | 1,538 | +199.8% | 0.00% | 0.0% |
| Q4 2023 | $95,037 | +4.8% | 513 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $90,720 | -1.2% | 513 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $91,812 | +2.2% | 513 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $89,847 | -5.8% | 513 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $95,409 | +9.7% | 513 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $87,000 | -11.2% | 513 | +0.2% | 0.00% | 0.0% |
| Q2 2022 | $98,000 | -1.0% | 512 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $99,000 | -10.0% | 512 | -6.7% | 0.00% | -50.0% |
| Q4 2021 | $110,000 | +8.9% | 549 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $101,000 | +50.7% | 549 | +52.5% | 0.00% | +100.0% |
| Q2 2021 | $67,000 | +4.7% | 360 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $64,000 | – | 360 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| S. R. Schill & Associates | 9,643 | $1,298,000 | 0.87% |
| MURPHY CAPITAL MANAGEMENT INC | 20,205 | $2,719,000 | 0.52% |
| CAHILL FINANCIAL ADVISORS INC | 7,168 | $965,000 | 0.45% |
| Raab & Moskowitz Asset Management LLC | 3,129 | $421,000 | 0.23% |
| Family Firm, Inc. | 3,538 | $476,000 | 0.20% |
| Asset Management Group, Inc. | 3,890 | $523,000 | 0.20% |
| SPINNAKER TRUST | 10,755 | $1,447,000 | 0.16% |
| PATTEN & PATTEN INC/TN | 6,385 | $859,000 | 0.11% |
| Koshinski Asset Management, Inc. | 3,446 | $464,000 | 0.10% |
| Wealthstreet Investment Advisors, LLC | 3,695 | $497,000 | 0.07% |