ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 125 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $233,438 | -2.8% | 1,319 | -1.6% | 0.00% | 0.0% |
| Q2 2023 | $240,187 | +2.2% | 1,341 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $235,046 | -4.1% | 1,341 | +1.8% | 0.00% | 0.0% |
| Q4 2022 | $245,133 | +19.0% | 1,317 | +8.2% | 0.00% | -50.0% |
| Q3 2022 | $206,000 | -19.2% | 1,217 | -8.6% | 0.00% | 0.0% |
| Q2 2022 | $255,000 | -2.7% | 1,332 | -1.1% | 0.00% | 0.0% |
| Q1 2022 | $262,000 | -8.4% | 1,347 | -6.1% | 0.00% | 0.0% |
| Q4 2021 | $286,000 | +8.3% | 1,435 | -0.5% | 0.00% | 0.0% |
| Q3 2021 | $264,000 | -20.7% | 1,442 | -19.6% | 0.00% | -20.0% |
| Q2 2021 | $333,000 | +4.1% | 1,794 | -0.6% | 0.01% | -16.7% |
| Q1 2021 | $320,000 | +0.6% | 1,804 | +1.7% | 0.01% | 0.0% |
| Q4 2020 | $318,000 | – | 1,773 | – | 0.01% | – |
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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% |