ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 122 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,237,911 | -1.2% | 6,995 | 0.0% | 0.21% | +1.5% |
| Q2 2023 | $1,252,804 | +1.4% | 6,995 | -0.7% | 0.20% | -7.3% |
| Q1 2023 | $1,235,208 | -6.6% | 7,047 | -0.8% | 0.22% | -13.8% |
| Q4 2022 | $1,322,226 | +10.5% | 7,104 | +0.7% | 0.25% | +0.8% |
| Q3 2022 | $1,197,000 | -12.2% | 7,057 | -0.8% | 0.25% | -13.1% |
| Q2 2022 | $1,363,000 | -1.2% | 7,111 | +0.1% | 0.29% | +11.5% |
| Q1 2022 | $1,380,000 | -2.5% | 7,106 | +0.2% | 0.26% | -4.8% |
| Q4 2021 | $1,416,000 | +9.5% | 7,092 | +0.5% | 0.27% | +3.0% |
| Q3 2021 | $1,293,000 | -1.4% | 7,060 | 0.0% | 0.26% | -10.2% |
| Q2 2021 | $1,311,000 | +4.6% | 7,060 | +0.1% | 0.30% | -3.6% |
| Q1 2021 | $1,253,000 | -1.5% | 7,055 | -0.5% | 0.31% | -4.7% |
| Q4 2020 | $1,272,000 | +9.8% | 7,088 | +0.1% | 0.32% | -23.0% |
| Q3 2020 | $1,158,000 | +4.4% | 7,083 | -1.7% | 0.42% | -2.8% |
| Q2 2020 | $1,109,000 | +14.9% | 7,204 | +0.5% | 0.43% | -4.2% |
| Q1 2020 | $965,000 | -15.9% | 7,168 | 0.0% | 0.45% | +7.4% |
| Q4 2019 | $1,148,000 | +15.4% | 7,168 | +0.8% | 0.42% | +7.8% |
| Q3 2019 | $995,000 | -8.2% | 7,114 | -1.0% | 0.39% | -10.0% |
| Q2 2019 | $1,084,000 | -1.7% | 7,183 | +0.3% | 0.43% | -6.3% |
| Q1 2019 | $1,103,000 | +9.8% | 7,159 | +0.3% | 0.46% | -8.7% |
| Q4 2018 | $1,005,000 | -15.8% | 7,136 | +0.5% | 0.50% | -4.4% |
| Q3 2018 | $1,193,000 | +11.3% | 7,101 | +0.3% | 0.53% | +6.3% |
| Q2 2018 | $1,072,000 | +2.3% | 7,079 | -0.3% | 0.50% | -1.2% |
| Q1 2018 | $1,048,000 | -13.5% | 7,100 | -9.5% | 0.50% | -17.6% |
| Q4 2017 | $1,211,000 | -0.8% | 7,843 | +0.5% | 0.61% | -5.9% |
| Q3 2017 | $1,221,000 | -1.0% | 7,807 | -1.7% | 0.65% | -5.4% |
| Q2 2017 | $1,233,000 | -10.3% | 7,945 | -12.8% | 0.68% | -14.0% |
| Q1 2017 | $1,375,000 | +6.9% | 9,108 | +0.2% | 0.79% | +1.4% |
| Q4 2016 | $1,286,000 | -5.4% | 9,092 | -0.1% | 0.78% | -11.4% |
| Q3 2016 | $1,360,000 | +0.6% | 9,100 | -2.8% | 0.88% | -6.3% |
| Q2 2016 | $1,352,000 | +5.4% | 9,359 | -0.0% | 0.94% | -1.9% |
| Q1 2016 | $1,283,000 | -14.5% | 9,362 | +1.0% | 0.96% | -21.6% |
| Q4 2015 | $1,500,000 | +2.0% | 9,273 | -6.7% | 1.23% | +2.5% |
| Q3 2015 | $1,471,000 | -14.1% | 9,937 | +1.4% | 1.20% | -6.7% |
| Q2 2015 | $1,713,000 | +1.0% | 9,796 | -0.4% | 1.28% | -0.8% |
| Q1 2015 | $1,696,000 | +12.7% | 9,831 | -1.1% | 1.29% | +11.2% |
| Q4 2014 | $1,505,000 | +10.2% | 9,937 | +2.1% | 1.16% | +6.5% |
| Q3 2014 | $1,366,000 | -19.0% | 9,732 | -22.0% | 1.09% | -17.5% |
| Q2 2014 | $1,687,000 | +6.8% | 12,482 | +0.2% | 1.32% | -2.0% |
| Q1 2014 | $1,579,000 | +7.5% | 12,462 | +0.2% | 1.35% | +6.1% |
| Q4 2013 | $1,469,000 | – | 12,437 | – | 1.27% | – |
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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% |