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 | $37,166 | -1.2% | 210 | 0.0% | 0.03% | -6.1% |
| Q2 2023 | $37,613 | +2.2% | 210 | 0.0% | 0.03% | -8.3% |
| Q1 2023 | $36,808 | -5.8% | 210 | 0.0% | 0.04% | -20.0% |
| Q4 2022 | $39,087 | +8.6% | 210 | 0.0% | 0.04% | +4.7% |
| Q3 2022 | $36,000 | -10.0% | 210 | 0.0% | 0.04% | +2.4% |
| Q2 2022 | $40,000 | -2.4% | 210 | 0.0% | 0.04% | +23.5% |
| Q1 2022 | $41,000 | -2.4% | 210 | 0.0% | 0.03% | +6.2% |
| Q4 2021 | $42,000 | +10.5% | 210 | 0.0% | 0.03% | +10.3% |
| Q3 2021 | $38,000 | -2.6% | 210 | 0.0% | 0.03% | -9.4% |
| Q2 2021 | $39,000 | +5.4% | 210 | 0.0% | 0.03% | +3.2% |
| Q1 2021 | $37,000 | -2.6% | 210 | 0.0% | 0.03% | -8.8% |
| Q4 2020 | $38,000 | +11.8% | 210 | 0.0% | 0.03% | -2.9% |
| Q3 2020 | $34,000 | +6.2% | 210 | 0.0% | 0.04% | -5.4% |
| Q2 2020 | $32,000 | +14.3% | 210 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $28,000 | – | 210 | – | 0.04% | – |
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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% |