ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 122 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,548 | -1.2% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $26,867 | +2.2% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $26,292 | -5.8% | 150 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $27,920 | +11.7% | 150 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $25,000 | -13.8% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $29,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $29,000 | -3.3% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $30,000 | +11.1% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $27,000 | -3.6% | 150 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $28,000 | +3.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $27,000 | 0.0% | 150 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $27,000 | +8.0% | 150 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $25,000 | +8.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $23,000 | +15.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $20,000 | – | 150 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHEMUNG CANAL TRUST CO | 18,392 | $3,118,000 | 0.78% |
| Financial Management Professionals, Inc. | 15,147 | $2,568,000 | 0.59% |
| CAHILL FINANCIAL ADVISORS INC | 7,057 | $1,197,000 | 0.25% |
| Family Firm, Inc. | 3,858 | $654,000 | 0.21% |
| AFT, FORSYTH & COMPANY, INC. | 1,344 | $228,000 | 0.20% |
| Asset Management Group, Inc. | 4,040 | $685,000 | 0.17% |
| MBL Wealth, LLC | 3,082 | $523 | 0.11% |
| Institute for Wealth Management, LLC. | 2,871 | $487,000 | 0.11% |
| Raab & Moskowitz Asset Management LLC | 1,537 | $260,000 | 0.11% |
| PATTEN & PATTEN INC/TN | 5,978 | $1,014,000 | 0.10% |