ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 122 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,813 | -37.7% | 95 | -40.6% | 0.00% | 0.0% |
| Q2 2023 | $26,977 | +113.3% | 160 | +100.0% | 0.00% | 0.0% |
| Q1 2023 | $12,648 | +8807.0% | 80 | -91.1% | 0.00% | -75.0% |
| Q4 2022 | $142 | -99.9% | 899 | -21.3% | 0.00% | -20.0% |
| Q3 2022 | $181,000 | 0.0% | 1,143 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $181,000 | -18.5% | 1,143 | -18.3% | 0.01% | +100.0% |
| Q1 2022 | $222,000 | +335.3% | 1,399 | +446.5% | 0.00% | +200.0% |
| Q4 2021 | $51,000 | +8.5% | 256 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $47,000 | -2.1% | 256 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $48,000 | +6.7% | 256 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $45,000 | -4.3% | 256 | -3.0% | 0.00% | -50.0% |
| Q4 2020 | $47,000 | +9.3% | 264 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $43,000 | +7.5% | 264 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $40,000 | +14.3% | 264 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $35,000 | -25.5% | 264 | -10.2% | 0.00% | 0.0% |
| Q4 2019 | $47,000 | +56.7% | 294 | +34.2% | 0.00% | +100.0% |
| Q3 2019 | $30,000 | -65.1% | 219 | -64.7% | 0.00% | -60.0% |
| Q4 2018 | $86,000 | -21.8% | 621 | -5.5% | 0.01% | +25.0% |
| Q3 2018 | $110,000 | +11.1% | 657 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $99,000 | -61.0% | 657 | -60.1% | 0.00% | -66.7% |
| Q1 2018 | $254,000 | 0.0% | 1,646 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $254,000 | -13.6% | 1,646 | -12.4% | 0.01% | 0.0% |
| Q3 2017 | $294,000 | +0.3% | 1,878 | -0.5% | 0.01% | 0.0% |
| Q2 2017 | $293,000 | -45.7% | 1,888 | -47.3% | 0.01% | -50.0% |
| Q1 2017 | $540,000 | -67.7% | 3,581 | -69.7% | 0.02% | -70.4% |
| Q4 2016 | $1,673,000 | +376.6% | 11,827 | +403.5% | 0.08% | +350.0% |
| Q3 2016 | $351,000 | -6.1% | 2,349 | -9.4% | 0.02% | -14.3% |
| Q2 2016 | $374,000 | -88.3% | 2,593 | -86.8% | 0.02% | -90.2% |
| Q4 2015 | $3,186,000 | – | 19,703 | – | 0.21% | – |
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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% |