ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 126 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.43 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,205,769 | +6.0% | 6,813 | +7.3% | 0.02% | -21.1% |
| Q2 2023 | $1,136,993 | +1.1% | 6,348 | -1.1% | 0.02% | 0.0% |
| Q1 2023 | $1,124,928 | -6.6% | 6,418 | -0.8% | 0.02% | -17.4% |
| Q4 2022 | $1,203,891 | +13.3% | 6,468 | +3.2% | 0.02% | -4.2% |
| Q3 2022 | $1,063,000 | -12.5% | 6,268 | -0.8% | 0.02% | -7.7% |
| Q2 2022 | $1,215,000 | -1.5% | 6,318 | -0.5% | 0.03% | +52.9% |
| Q1 2022 | $1,233,000 | -1.4% | 6,350 | +1.4% | 0.02% | -48.5% |
| Q4 2021 | $1,250,000 | +7.0% | 6,260 | -1.9% | 0.03% | +13.8% |
| Q3 2021 | $1,168,000 | +17.9% | 6,379 | +19.5% | 0.03% | -17.1% |
| Q2 2021 | $991,000 | – | 5,337 | – | 0.04% | – |
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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% |