ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 108 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,608,700 | -3.5% | 14,740 | -2.4% | 0.00% | 0.0% |
| Q2 2023 | $2,703,845 | -48.9% | 15,096 | -50.0% | 0.00% | -50.0% |
| Q1 2023 | $5,289,509 | -7.3% | 30,178 | -1.6% | 0.00% | 0.0% |
| Q4 2022 | $5,706,746 | +23.6% | 30,660 | +12.6% | 0.00% | 0.0% |
| Q3 2022 | $4,616,000 | +72.9% | 27,229 | +95.5% | 0.00% | +100.0% |
| Q2 2022 | $2,669,000 | +43.6% | 13,929 | +45.7% | 0.00% | 0.0% |
| Q1 2022 | $1,858,000 | -9.4% | 9,562 | -6.9% | 0.00% | 0.0% |
| Q4 2021 | $2,050,000 | +3.3% | 10,267 | -5.3% | 0.00% | 0.0% |
| Q3 2021 | $1,985,000 | -52.4% | 10,837 | -51.7% | 0.00% | 0.0% |
| Q2 2021 | $4,169,000 | +112.3% | 22,445 | +103.0% | 0.00% | 0.0% |
| Q1 2021 | $1,964,000 | -11.7% | 11,054 | -10.8% | 0.00% | 0.0% |
| Q4 2020 | $2,225,000 | +20.1% | 12,398 | +9.4% | 0.00% | 0.0% |
| Q3 2020 | $1,853,000 | +6.4% | 11,333 | +0.1% | 0.00% | 0.0% |
| Q2 2020 | $1,742,000 | +17.0% | 11,323 | +2.4% | 0.00% | 0.0% |
| Q1 2020 | $1,489,000 | -6.1% | 11,062 | +11.7% | 0.00% | 0.0% |
| Q4 2019 | $1,585,000 | +23.5% | 9,900 | +7.9% | 0.00% | – |
| Q3 2019 | $1,283,000 | -17.7% | 9,174 | -11.2% | 0.00% | -100.0% |
| Q2 2019 | $1,558,000 | -21.2% | 10,332 | -19.6% | 0.00% | 0.0% |
| Q1 2019 | $1,978,000 | +3.7% | 12,847 | -5.2% | 0.00% | 0.0% |
| Q4 2018 | $1,907,000 | -13.3% | 13,548 | +3.4% | 0.00% | 0.0% |
| Q3 2018 | $2,199,000 | +8.9% | 13,100 | -1.8% | 0.00% | 0.0% |
| Q2 2018 | $2,020,000 | -57.4% | 13,344 | -58.4% | 0.00% | -50.0% |
| Q1 2018 | $4,737,000 | +87.2% | 32,107 | +95.8% | 0.00% | +100.0% |
| Q4 2017 | $2,531,000 | -23.0% | 16,400 | -21.9% | 0.00% | -50.0% |
| Q3 2017 | $3,286,000 | +0.2% | 21,012 | -0.6% | 0.00% | 0.0% |
| Q2 2017 | $3,280,000 | -5.0% | 21,139 | -7.6% | 0.00% | 0.0% |
| Q1 2017 | $3,453,000 | -9.2% | 22,876 | -14.9% | 0.00% | 0.0% |
| Q4 2016 | $3,802,000 | +68.2% | 26,889 | +77.7% | 0.00% | +100.0% |
| Q3 2016 | $2,261,000 | -11.4% | 15,129 | -14.4% | 0.00% | -50.0% |
| Q2 2016 | $2,551,000 | -28.6% | 17,672 | -32.3% | 0.00% | 0.0% |
| Q1 2016 | $3,575,000 | -68.8% | 26,096 | -63.2% | 0.00% | -71.4% |
| Q4 2015 | $11,458,000 | +66.8% | 70,862 | +52.7% | 0.01% | +40.0% |
| Q3 2015 | $6,868,000 | -23.7% | 46,395 | -9.9% | 0.01% | -16.7% |
| Q2 2015 | $9,005,000 | -11.7% | 51,512 | -12.9% | 0.01% | -14.3% |
| Q1 2015 | $10,202,000 | +58.8% | 59,168 | +39.5% | 0.01% | +75.0% |
| Q4 2014 | $6,423,000 | – | 42,429 | – | 0.00% | – |
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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% |