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 | $802,167 | -2.4% | 4,533 | -1.2% | 0.01% | 0.0% |
| Q2 2023 | $821,490 | +91481.9% | 4,587 | -10.3% | 0.01% | -22.2% |
| Q1 2023 | $897 | -6.2% | 5,116 | -0.4% | 0.02% | -30.8% |
| Q4 2022 | $956 | -99.9% | 5,136 | +4.6% | 0.03% | -3.7% |
| Q3 2022 | $833,000 | -8.8% | 4,911 | +3.0% | 0.03% | -3.6% |
| Q2 2022 | $913,000 | -5.7% | 4,766 | -4.4% | 0.03% | -6.7% |
| Q1 2022 | $968,000 | +0.2% | 4,986 | +3.1% | 0.03% | +3.4% |
| Q4 2021 | $966,000 | +13.8% | 4,837 | +4.3% | 0.03% | +3.6% |
| Q3 2021 | $849,000 | – | 4,636 | – | 0.03% | – |
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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% |