ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 119 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.40 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $590,237 | -5.1% | 3,335 | -4.0% | 0.17% | +1.2% |
| Q2 2023 | $622,111 | -2.2% | 3,473 | -4.3% | 0.16% | -6.8% |
| Q1 2023 | $636,129 | -1.4% | 3,629 | +4.7% | 0.18% | -6.9% |
| Q4 2022 | $644,948 | -1.4% | 3,465 | -10.2% | 0.19% | -9.6% |
| Q3 2022 | $654,000 | -12.8% | 3,858 | -1.4% | 0.21% | -5.4% |
| Q2 2022 | $750,000 | -3.7% | 3,913 | -2.4% | 0.22% | +8.3% |
| Q1 2022 | $779,000 | -18.2% | 4,008 | -16.0% | 0.20% | -17.1% |
| Q4 2021 | $952,000 | +7.6% | 4,769 | +0.4% | 0.25% | +5.6% |
| Q3 2021 | $885,000 | +18.0% | 4,750 | +17.6% | 0.23% | +14.2% |
| Q2 2021 | $750,000 | +9.8% | 4,039 | +5.1% | 0.20% | +3.6% |
| Q1 2021 | $683,000 | -3.3% | 3,844 | +0.0% | 0.20% | -6.2% |
| Q4 2020 | $706,000 | +9.1% | 3,843 | -2.8% | 0.21% | -9.5% |
| Q3 2020 | $647,000 | +6.8% | 3,954 | +0.5% | 0.23% | +2.2% |
| Q2 2020 | $606,000 | +27.3% | 3,936 | +11.2% | 0.23% | +11.8% |
| Q1 2020 | $476,000 | -16.0% | 3,538 | 0.0% | 0.20% | +5.7% |
| Q4 2019 | $567,000 | +13.2% | 3,538 | -1.3% | 0.19% | +7.9% |
| Q3 2019 | $501,000 | +21.3% | 3,583 | +30.9% | 0.18% | +21.9% |
| Q2 2019 | $413,000 | +13.2% | 2,738 | +15.4% | 0.15% | +9.8% |
| Q1 2019 | $365,000 | +33.2% | 2,373 | +21.9% | 0.13% | +20.9% |
| Q4 2018 | $274,000 | -15.7% | 1,947 | +0.5% | 0.11% | -6.8% |
| Q3 2018 | $325,000 | +15.2% | 1,938 | +3.9% | 0.12% | +11.3% |
| Q2 2018 | $282,000 | -20.8% | 1,866 | -22.7% | 0.11% | -23.7% |
| Q1 2018 | $356,000 | +31.4% | 2,415 | +37.5% | 0.14% | +28.7% |
| Q4 2017 | $271,000 | – | 1,757 | – | 0.11% | – |
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% |