ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 111 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.52 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $123,710 | -27.4% | 699 | -88.8% | 0.00% | -100.0% |
| Q2 2023 | $170,302 | +6.4% | 6,268 | +586.5% | 0.00% | 0.0% |
| Q1 2023 | $160,028 | -29.1% | 913 | -24.7% | 0.00% | 0.0% |
| Q4 2022 | $225,590 | -12.2% | 1,212 | -20.1% | 0.00% | -50.0% |
| Q3 2022 | $257,000 | +1876.9% | 1,517 | +2198.5% | 0.00% | – |
| Q4 2021 | $13,000 | +333.3% | 66 | +266.7% | 0.00% | – |
| Q3 2021 | $3,000 | -95.9% | 18 | -95.5% | 0.00% | -100.0% |
| Q2 2021 | $74,000 | – | 400 | – | 0.00% | – |
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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% |