ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 99 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $707,208 | -6.7% | 3,996 | -5.5% | 0.01% | +12.5% |
| Q2 2023 | $757,628 | +14.8% | 4,230 | +12.4% | 0.01% | 0.0% |
| Q1 2023 | $659,735 | -4.1% | 3,764 | +1.8% | 0.01% | -66.7% |
| Q4 2022 | $688,115 | +13.2% | 3,697 | +3.1% | 0.02% | 0.0% |
| Q3 2022 | $608,000 | -11.8% | 3,585 | -0.3% | 0.02% | -14.3% |
| Q2 2022 | $689,000 | -1.7% | 3,595 | -0.4% | 0.03% | +12.0% |
| Q1 2022 | $701,000 | -3.6% | 3,611 | -0.9% | 0.02% | +4.2% |
| Q4 2021 | $727,000 | +43.4% | 3,643 | +31.6% | 0.02% | +26.3% |
| Q3 2021 | $507,000 | -4.2% | 2,769 | -2.8% | 0.02% | -9.5% |
| Q2 2021 | $529,000 | -4.7% | 2,848 | -8.8% | 0.02% | -12.5% |
| Q1 2021 | $555,000 | -5.0% | 3,122 | -4.0% | 0.02% | -11.1% |
| Q4 2020 | $584,000 | -0.7% | 3,253 | -9.6% | 0.03% | -12.9% |
| Q3 2020 | $588,000 | -1.5% | 3,597 | -7.4% | 0.03% | -3.1% |
| Q2 2020 | $597,000 | +4.7% | 3,883 | -8.3% | 0.03% | -17.9% |
| Q1 2020 | $570,000 | -27.2% | 4,235 | -13.4% | 0.04% | -37.1% |
| Q4 2019 | $783,000 | – | 4,892 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Massachusetts Wealth Management | 5,025 | $889,328 | 0.82% |
| RiverFront Investment Group, LLC | 36,114 | $6,391 | 0.23% |
| CAHILL FINANCIAL ADVISORS INC | 6,995 | $1,237,911 | 0.21% |
| AFT, FORSYTH & COMPANY, INC. | 1,325 | $234,443 | 0.17% |
| Family Firm, Inc. | 3,335 | $590,237 | 0.17% |
| Asset Management Group, Inc. | 4,120 | $729,236 | 0.16% |
| Institute for Wealth Management, LLC. | 3,370 | $596,397 | 0.11% |
| Raab & Moskowitz Asset Management LLC | 1,537 | $272,019 | 0.10% |
| PATTEN & PATTEN INC/TN | 5,876 | $1,039,939 | 0.09% |
| SPINNAKER TRUST | 6,100 | $1,079,583 | 0.08% |