ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 108 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $447 | -5.9% | 2,555 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $475 | -99.9% | 2,552 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $432,000 | -11.8% | 2,552 | -0.2% | 0.00% | -33.3% |
| Q2 2022 | $490,000 | -1.2% | 2,557 | +0.0% | 0.00% | +50.0% |
| Q1 2022 | $496,000 | -2.6% | 2,556 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $509,000 | -1.5% | 2,551 | -9.6% | 0.00% | -33.3% |
| Q3 2021 | $517,000 | -2.5% | 2,823 | -1.1% | 0.00% | 0.0% |
| Q2 2021 | $530,000 | +41.3% | 2,855 | +34.9% | 0.00% | 0.0% |
| Q1 2021 | $375,000 | -0.5% | 2,116 | +0.6% | 0.00% | 0.0% |
| Q4 2020 | $377,000 | +9.9% | 2,103 | +0.1% | 0.00% | 0.0% |
| Q3 2020 | $343,000 | – | 2,101 | – | 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% |