ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 140 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $213,869 | -65.9% | 3,150 | -6.7% | 0.00% | -75.0% |
| Q4 2023 | $626,315 | +14.0% | 3,378 | +9.4% | 0.01% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| S. R. Schill & Associates | 9,643 | $1,298,000 | 0.87% |
| MURPHY CAPITAL MANAGEMENT INC | 20,205 | $2,719,000 | 0.52% |
| CAHILL FINANCIAL ADVISORS INC | 7,168 | $965,000 | 0.45% |
| Raab & Moskowitz Asset Management LLC | 3,129 | $421,000 | 0.23% |
| Family Firm, Inc. | 3,538 | $476,000 | 0.20% |
| Asset Management Group, Inc. | 3,890 | $523,000 | 0.20% |
| SPINNAKER TRUST | 10,755 | $1,447,000 | 0.16% |
| PATTEN & PATTEN INC/TN | 6,385 | $859,000 | 0.11% |
| Koshinski Asset Management, Inc. | 3,446 | $464,000 | 0.10% |
| Wealthstreet Investment Advisors, LLC | 3,695 | $497,000 | 0.07% |