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 | $57,873 | -66.4% | 327 | -66.0% | 0.00% | -66.7% |
| Q2 2023 | $172,125 | -88.6% | 961 | -88.8% | 0.00% | -87.5% |
| Q1 2023 | $1,507,380 | -5.8% | 8,600 | 0.0% | 0.02% | -11.1% |
| Q4 2022 | $1,600,718 | +10.1% | 8,600 | +0.3% | 0.03% | 0.0% |
| Q3 2022 | $1,454,000 | -12.3% | 8,576 | -0.9% | 0.03% | -10.0% |
| Q2 2022 | $1,658,000 | -4.5% | 8,651 | -3.3% | 0.03% | +11.1% |
| Q1 2022 | $1,737,000 | -48.0% | 8,944 | -46.5% | 0.03% | -47.1% |
| Q4 2021 | $3,339,000 | +9.9% | 16,728 | +0.8% | 0.05% | -1.9% |
| Q3 2021 | $3,039,000 | +3.4% | 16,594 | +4.9% | 0.05% | +4.0% |
| Q2 2021 | $2,940,000 | -99.9% | 15,826 | -47.5% | 0.05% | +6.4% |
| Q1 2021 | $5,350,818,000 | +176378.2% | 30,120 | +78.3% | 0.05% | -28.8% |
| Q4 2020 | $3,032,000 | +10.2% | 16,895 | +0.4% | 0.07% | -4.3% |
| Q3 2020 | $2,752,000 | +16.2% | 16,830 | +9.3% | 0.07% | +3.0% |
| Q2 2020 | $2,369,000 | +132.9% | 15,395 | +103.7% | 0.07% | +81.1% |
| Q1 2020 | $1,017,000 | -21.8% | 7,558 | -7.0% | 0.04% | -2.6% |
| Q4 2019 | $1,301,000 | +39.6% | 8,130 | +21.9% | 0.04% | +22.6% |
| Q3 2019 | $932,000 | +14.1% | 6,670 | +23.1% | 0.03% | +3.3% |
| Q2 2019 | $817,000 | – | 5,419 | – | 0.03% | – |
Download | ||||||
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% |