ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 122 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,347,307 | +170.4% | 13,392 | +107.5% | 0.00% | 0.0% |
| Q1 2020 | $868,000 | -9.4% | 6,453 | +7.9% | 0.00% | 0.0% |
| Q4 2019 | $958,000 | +243.4% | 5,981 | +199.5% | 0.00% | – |
| Q3 2019 | $279,000 | -95.9% | 1,997 | -95.6% | 0.00% | -100.0% |
| Q2 2019 | $6,808,000 | +252.0% | 45,139 | +259.5% | 0.01% | +300.0% |
| Q1 2019 | $1,934,000 | +38.7% | 12,557 | +51.3% | 0.00% | 0.0% |
| Q3 2018 | $1,394,000 | +385.7% | 8,302 | +326.8% | 0.00% | +200.0% |
| Q1 2018 | $287,000 | -92.5% | 1,945 | -92.1% | 0.00% | -90.9% |
| Q4 2017 | $3,804,000 | -42.6% | 24,642 | -41.8% | 0.01% | -47.6% |
| Q3 2017 | $6,623,000 | +273.8% | 42,360 | +270.8% | 0.02% | +250.0% |
| Q2 2017 | $1,772,000 | -14.4% | 11,424 | -16.7% | 0.01% | -33.3% |
| Q1 2017 | $2,070,000 | -53.8% | 13,712 | -54.2% | 0.01% | -57.1% |
| Q3 2016 | $4,477,000 | +134.2% | 29,956 | +126.3% | 0.02% | +133.3% |
| Q2 2016 | $1,912,000 | -47.5% | 13,239 | -50.2% | 0.01% | -55.0% |
| Q1 2016 | $3,640,000 | +6.2% | 26,576 | +14.7% | 0.02% | -4.8% |
| Q3 2015 | $3,429,000 | +297.8% | 23,165 | +363.3% | 0.02% | +200.0% |
| Q1 2015 | $862,000 | +47.6% | 5,000 | +15.6% | 0.01% | 0.0% |
| Q2 2014 | $584,000 | -62.0% | 4,324 | -64.3% | 0.01% | -58.8% |
| Q1 2014 | $1,535,000 | – | 12,117 | – | 0.02% | – |
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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% |