ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 122 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |