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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $204,743 | -3.0% | 1,100 | 0.0% | 0.07% | -11.1% |
| Q2 2022 | $211,000 | -1.4% | 1,100 | 0.0% | 0.08% | +14.1% |
| Q1 2022 | $214,000 | -2.7% | 1,100 | 0.0% | 0.07% | -5.3% |
| Q4 2021 | $220,000 | +3.3% | 1,100 | 0.0% | 0.08% | -2.6% |
| Q3 2021 | $213,000 | +4.9% | 1,100 | 0.0% | 0.08% | -1.3% |
| Q2 2021 | $203,000 | +22.3% | 1,100 | 0.0% | 0.08% | +34.5% |
| Q2 2019 | $166,000 | -1.8% | 1,100 | 0.0% | 0.06% | -39.6% |
| Q1 2019 | $169,000 | +9.0% | 1,100 | 0.0% | 0.10% | -1.0% |
| Q4 2018 | $155,000 | – | 1,100 | – | 0.10% | – |
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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% |