ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 94 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $402,361 | +5.8% | 6,067 | +8.3% | 0.00% | 0.0% |
| Q1 2024 | $380,337 | +50.6% | 5,602 | +311.3% | 0.00% | +50.0% |
| Q4 2023 | $252,567 | +16.1% | 1,362 | +10.8% | 0.00% | 0.0% |
| Q3 2023 | $217,452 | -1.2% | 1,229 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $220,068 | +2.2% | 1,229 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $215,310 | -2.6% | 1,228 | +6.6% | 0.00% | 0.0% |
| Q2 2022 | $221,000 | -9.4% | 1,152 | -8.2% | 0.00% | 0.0% |
| Q1 2022 | $244,000 | -0.4% | 1,255 | +2.1% | 0.00% | 0.0% |
| Q4 2021 | $245,000 | +3.4% | 1,229 | -5.2% | 0.00% | 0.0% |
| Q3 2021 | $237,000 | -6.7% | 1,296 | -5.3% | 0.00% | 0.0% |
| Q2 2021 | $254,000 | -5.6% | 1,368 | -9.6% | 0.00% | -33.3% |
| Q1 2021 | $269,000 | -1.1% | 1,514 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $272,000 | +10.1% | 1,514 | +0.1% | 0.00% | 0.0% |
| Q3 2020 | $247,000 | -7.5% | 1,513 | -12.6% | 0.00% | -25.0% |
| Q2 2020 | $267,000 | +29.0% | 1,732 | +34.1% | 0.00% | +33.3% |
| Q4 2019 | $207,000 | +2.5% | 1,292 | -3.6% | 0.00% | -25.0% |
| Q2 2019 | $202,000 | -7.3% | 1,340 | -5.3% | 0.00% | 0.0% |
| Q1 2019 | $218,000 | -8.0% | 1,415 | -16.1% | 0.00% | -33.3% |
| Q4 2018 | $237,000 | 0.0% | 1,686 | +19.2% | 0.01% | +20.0% |
| Q3 2018 | $237,000 | +8.2% | 1,415 | +0.9% | 0.01% | -44.4% |
| Q4 2017 | $219,000 | -36.5% | 1,403 | -35.4% | 0.01% | 0.0% |
| Q3 2017 | $345,000 | -15.2% | 2,173 | -17.7% | 0.01% | -18.2% |
| Q2 2017 | $407,000 | +12.7% | 2,640 | +9.5% | 0.01% | +10.0% |
| Q1 2017 | $361,000 | -19.1% | 2,411 | -22.1% | 0.01% | -33.3% |
| Q4 2016 | $446,000 | +65.8% | 3,096 | +72.9% | 0.02% | +36.4% |
| Q3 2016 | $269,000 | -10.9% | 1,791 | -12.3% | 0.01% | -8.3% |
| Q2 2016 | $302,000 | -0.7% | 2,042 | -8.0% | 0.01% | -20.0% |
| Q1 2016 | $304,000 | -18.9% | 2,220 | -4.2% | 0.02% | -16.7% |
| Q4 2015 | $375,000 | +10.6% | 2,317 | +1.0% | 0.02% | -5.3% |
| Q3 2015 | $339,000 | -32.3% | 2,293 | -20.0% | 0.02% | -20.8% |
| Q2 2015 | $501,000 | +1.4% | 2,868 | +0.0% | 0.02% | -14.3% |
| Q1 2015 | $494,000 | +17.9% | 2,867 | +3.6% | 0.03% | +3.7% |
| Q4 2014 | $419,000 | -20.0% | 2,767 | -25.9% | 0.03% | -25.0% |
| Q3 2014 | $524,000 | -55.3% | 3,732 | -57.0% | 0.04% | -64.4% |
| Q2 2014 | $1,171,000 | +2.5% | 8,670 | -3.8% | 0.10% | -15.8% |
| Q1 2014 | $1,142,000 | +71.7% | 9,015 | +60.1% | 0.12% | +62.2% |
| Q4 2013 | $665,000 | – | 5,630 | – | 0.07% | – |
Download | ||||||
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% |