ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 100 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $272,019 | -1.2% | 1,537 | 0.0% | 0.10% | +2.1% |
| Q2 2023 | $275,292 | +2.2% | 1,537 | 0.0% | 0.09% | -4.1% |
| Q1 2023 | $269,400 | -5.8% | 1,537 | 0.0% | 0.10% | -10.1% |
| Q4 2022 | $286,082 | +10.0% | 1,537 | 0.0% | 0.11% | 0.0% |
| Q3 2022 | $260,000 | -11.9% | 1,537 | -0.5% | 0.11% | -6.0% |
| Q2 2022 | $295,000 | -3.3% | 1,544 | -1.8% | 0.12% | +10.5% |
| Q1 2022 | $305,000 | -14.8% | 1,572 | -12.2% | 0.10% | -10.3% |
| Q4 2021 | $358,000 | +8.8% | 1,791 | -0.3% | 0.12% | -1.7% |
| Q3 2021 | $329,000 | -1.5% | 1,797 | 0.0% | 0.12% | -2.5% |
| Q2 2021 | $334,000 | -11.9% | 1,797 | -15.9% | 0.12% | -17.6% |
| Q1 2021 | $379,000 | -3.6% | 2,136 | -2.6% | 0.15% | -8.1% |
| Q4 2020 | $393,000 | +7.7% | 2,194 | -1.7% | 0.16% | -4.7% |
| Q3 2020 | $365,000 | -11.6% | 2,233 | -16.8% | 0.17% | -15.9% |
| Q2 2020 | $413,000 | -1.9% | 2,684 | -14.2% | 0.20% | -12.2% |
| Q1 2020 | $421,000 | -17.5% | 3,129 | -1.9% | 0.23% | +13.4% |
| Q4 2019 | $510,000 | +13.8% | 3,191 | -0.5% | 0.20% | +3.1% |
| Q3 2019 | $448,000 | -7.2% | 3,206 | 0.0% | 0.20% | -8.4% |
| Q2 2019 | $483,000 | -4.9% | 3,206 | -3.0% | 0.21% | -7.8% |
| Q1 2019 | $508,000 | +7.2% | 3,305 | -1.9% | 0.23% | -0.4% |
| Q4 2018 | $474,000 | -17.0% | 3,370 | -1.0% | 0.23% | -1.7% |
| Q3 2018 | $571,000 | +8.6% | 3,405 | -2.2% | 0.24% | -5.6% |
| Q2 2018 | $526,000 | +0.4% | 3,480 | -2.2% | 0.25% | -2.7% |
| Q1 2018 | $524,000 | -4.0% | 3,557 | +0.5% | 0.26% | -1.9% |
| Q4 2017 | $546,000 | +9.0% | 3,540 | +6.4% | 0.26% | +8.7% |
| Q3 2017 | $501,000 | +2.0% | 3,328 | 0.0% | 0.24% | -0.8% |
| Q2 2017 | $491,000 | +102.1% | 3,328 | +106.5% | 0.24% | +92.1% |
| Q1 2017 | $243,000 | -23.1% | 1,612 | -28.0% | 0.13% | -26.2% |
| Q4 2016 | $316,000 | -2.5% | 2,238 | +2.9% | 0.17% | -6.0% |
| Q3 2016 | $324,000 | +362.9% | 2,174 | +372.6% | 0.18% | +357.5% |
| Q4 2014 | $70,000 | – | 460 | – | 0.04% | – |
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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% |