ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 110 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,245 | -1.2% | 250 | 0.0% | 0.01% | +8.3% |
| Q2 2023 | $44,778 | +2.2% | 250 | 0.0% | 0.01% | +9.1% |
| Q1 2023 | $43,819 | -5.8% | 250 | 0.0% | 0.01% | -21.4% |
| Q4 2022 | $46,533 | +10.8% | 250 | 0.0% | 0.01% | +7.7% |
| Q3 2022 | $42,000 | -12.5% | 250 | 0.0% | 0.01% | -13.3% |
| Q2 2022 | $48,000 | -2.0% | 250 | 0.0% | 0.02% | +7.1% |
| Q1 2022 | $49,000 | -2.0% | 250 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $50,000 | +8.7% | 250 | 0.0% | 0.02% | +6.7% |
| Q3 2021 | $46,000 | 0.0% | 250 | 0.0% | 0.02% | -6.2% |
| Q2 2021 | $46,000 | +4.5% | 250 | 0.0% | 0.02% | -11.1% |
| Q1 2021 | $44,000 | -2.2% | 250 | 0.0% | 0.02% | -10.0% |
| Q4 2020 | $45,000 | +9.8% | 250 | 0.0% | 0.02% | -9.1% |
| Q3 2020 | $41,000 | +7.9% | 250 | 0.0% | 0.02% | -4.3% |
| Q2 2020 | $38,000 | +11.8% | 250 | 0.0% | 0.02% | -8.0% |
| Q1 2020 | $34,000 | -15.0% | 250 | 0.0% | 0.02% | +13.6% |
| Q4 2019 | $40,000 | +14.3% | 250 | 0.0% | 0.02% | +10.0% |
| Q3 2019 | $35,000 | -7.9% | 250 | 0.0% | 0.02% | -16.7% |
| Q2 2019 | $38,000 | – | 250 | – | 0.02% | – |
Download | ||||||
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% |