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 | $99,890 | -1.2% | 564 | 0.0% | 0.06% | +3.4% |
| Q2 2023 | $101,092 | +2.5% | 564 | +0.2% | 0.06% | -6.3% |
| Q1 2023 | $98,601 | -5.5% | 563 | +0.5% | 0.06% | -18.2% |
| Q4 2022 | $104,303 | +11.0% | 560 | +1.3% | 0.08% | +11.6% |
| Q3 2022 | $94,000 | -11.3% | 553 | 0.0% | 0.07% | -6.8% |
| Q2 2022 | $106,000 | -0.9% | 553 | +0.4% | 0.07% | +17.5% |
| Q1 2022 | $107,000 | -6.1% | 551 | -3.2% | 0.06% | 0.0% |
| Q4 2021 | $114,000 | +10.7% | 569 | +0.7% | 0.06% | +1.6% |
| Q3 2021 | $103,000 | -1.9% | 565 | 0.0% | 0.06% | -1.6% |
| Q2 2021 | $105,000 | +5.0% | 565 | +0.7% | 0.06% | -6.0% |
| Q1 2021 | $100,000 | -1.0% | 561 | 0.0% | 0.07% | -8.2% |
| Q4 2020 | $101,000 | +9.8% | 561 | +0.2% | 0.07% | -3.9% |
| Q3 2020 | $92,000 | +76.9% | 560 | +65.7% | 0.08% | +55.1% |
| Q2 2020 | $52,000 | +15.6% | 338 | +0.6% | 0.05% | -5.8% |
| Q1 2020 | $45,000 | -16.7% | 336 | 0.0% | 0.05% | +2.0% |
| Q4 2019 | $54,000 | – | 336 | – | 0.05% | – |
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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% |