ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 111 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.52 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $506,000 | -40.8% | 2,640 | -40.0% | 0.01% | -27.8% |
| Q1 2022 | $855,000 | -2.6% | 4,400 | 0.0% | 0.02% | +5.9% |
| Q4 2021 | $878,000 | +3890.9% | 4,400 | +2833.3% | 0.02% | +1600.0% |
| Q2 2016 | $22,000 | +4.8% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $21,000 | -96.2% | 150 | -95.6% | 0.00% | -94.1% |
| Q4 2015 | $552,000 | +9.1% | 3,418 | 0.0% | 0.02% | -19.0% |
| Q3 2015 | $506,000 | -8.0% | 3,418 | +8.6% | 0.02% | +5.0% |
| Q2 2015 | $550,000 | +1.3% | 3,148 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $543,000 | -41.6% | 3,148 | -48.8% | 0.02% | -53.5% |
| Q4 2014 | $930,000 | – | 6,148 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHEMUNG CANAL TRUST CO | 18,392 | $3,118,000 | 0.78% |
| Financial Management Professionals, Inc. | 15,147 | $2,568,000 | 0.59% |
| CAHILL FINANCIAL ADVISORS INC | 7,057 | $1,197,000 | 0.25% |
| Family Firm, Inc. | 3,858 | $654,000 | 0.21% |
| AFT, FORSYTH & COMPANY, INC. | 1,344 | $228,000 | 0.20% |
| Asset Management Group, Inc. | 4,040 | $685,000 | 0.17% |
| MBL Wealth, LLC | 3,082 | $523 | 0.11% |
| Institute for Wealth Management, LLC. | 2,871 | $487,000 | 0.11% |
| Raab & Moskowitz Asset Management LLC | 1,537 | $260,000 | 0.11% |
| PATTEN & PATTEN INC/TN | 5,978 | $1,014,000 | 0.10% |