ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 126 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.43 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,252,319 | +14.5% | 12,722 | +15.9% | 0.00% | -25.0% |
| Q2 2023 | $1,966,894 | +2.9% | 10,977 | +0.7% | 0.00% | 0.0% |
| Q1 2023 | $1,911,482 | +105.7% | 10,900 | +118.7% | 0.00% | +100.0% |
| Q4 2022 | $929,307 | +2.3% | 4,985 | -6.9% | 0.00% | 0.0% |
| Q3 2022 | $908,000 | -24.0% | 5,356 | -14.1% | 0.00% | -33.3% |
| Q2 2022 | $1,195,000 | -92.5% | 6,236 | -31.5% | 0.00% | -90.3% |
| Q1 2022 | $15,999,000 | +1228.8% | 9,108 | +51.1% | 0.03% | +1450.0% |
| Q4 2021 | $1,204,000 | -55.7% | 6,028 | -59.4% | 0.00% | -66.7% |
| Q3 2021 | $2,718,000 | +149.8% | 14,844 | +153.8% | 0.01% | +200.0% |
| Q2 2021 | $1,088,000 | +3.4% | 5,849 | -1.3% | 0.00% | -33.3% |
| Q1 2021 | $1,052,000 | -11.5% | 5,926 | -10.5% | 0.00% | 0.0% |
| Q4 2020 | $1,189,000 | +6.7% | 6,620 | -2.8% | 0.00% | 0.0% |
| Q3 2020 | $1,114,000 | -13.9% | 6,810 | -19.0% | 0.00% | -25.0% |
| Q2 2020 | $1,294,000 | +51.2% | 8,405 | +32.5% | 0.00% | 0.0% |
| Q1 2020 | $856,000 | – | 6,343 | – | 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% |