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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $549,315 | -57.0% | 3,088 | -56.7% | 0.01% | -52.9% |
| Q2 2023 | $1,276,709 | +44.1% | 7,128 | +41.1% | 0.02% | +30.8% |
| Q1 2023 | $885,681 | +21.9% | 5,053 | +29.4% | 0.01% | +8.3% |
| Q4 2022 | $726,838 | -1.8% | 3,905 | -10.6% | 0.01% | -7.7% |
| Q3 2022 | $740,215 | -82.3% | 4,366 | -80.0% | 0.01% | -83.3% |
| Q2 2022 | $4,174,000 | +665.9% | 21,777 | +676.1% | 0.08% | +766.7% |
| Q1 2022 | $545,000 | – | 2,806 | – | 0.01% | – |
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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% |