ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 119 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.40 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $390,779 | -8.5% | 2,208 | -7.4% | 0.00% | – |
| Q2 2023 | $426,999 | +8.7% | 2,384 | +6.2% | 0.00% | – |
| Q1 2023 | $392,959 | +74465.3% | 2,245 | -20.7% | 0.00% | – |
| Q4 2022 | $527 | -99.9% | 2,832 | -0.5% | 0.00% | – |
| Q3 2022 | $483,000 | -14.8% | 2,846 | -3.8% | 0.00% | – |
| Q2 2022 | $567,000 | -9.7% | 2,957 | -8.5% | 0.00% | – |
| Q1 2022 | $628,000 | +44.0% | 3,233 | +48.2% | 0.00% | – |
| Q4 2021 | $436,000 | +20.4% | 2,182 | +10.3% | 0.00% | – |
| Q3 2021 | $362,000 | -1.1% | 1,978 | +0.5% | 0.00% | – |
| Q2 2021 | $366,000 | +4.3% | 1,968 | -0.3% | 0.00% | – |
| Q1 2021 | $351,000 | -15.4% | 1,973 | -14.8% | 0.00% | – |
| Q4 2020 | $415,000 | +27.3% | 2,316 | +14.8% | 0.00% | – |
| Q3 2020 | $326,000 | -35.8% | 2,018 | -38.8% | 0.00% | – |
| Q2 2020 | $508,000 | +9.7% | 3,299 | -4.1% | 0.00% | – |
| Q1 2020 | $463,000 | -20.4% | 3,439 | -5.4% | 0.00% | – |
| Q4 2019 | $582,000 | -14.4% | 3,634 | -25.3% | 0.00% | – |
| Q3 2019 | $680,000 | +9.7% | 4,863 | +18.2% | 0.00% | – |
| Q2 2019 | $620,000 | -2.4% | 4,113 | -0.3% | 0.00% | – |
| Q1 2019 | $635,000 | -33.4% | 4,127 | -39.1% | 0.00% | – |
| Q4 2018 | $954,000 | -25.0% | 6,777 | -10.6% | 0.00% | – |
| Q3 2018 | $1,272,000 | +13.4% | 7,581 | +2.3% | 0.00% | – |
| Q2 2018 | $1,122,000 | -1.1% | 7,410 | -3.7% | 0.00% | – |
| Q1 2018 | $1,135,000 | +4.3% | 7,695 | +9.2% | 0.00% | – |
| Q4 2017 | $1,088,000 | -4.3% | 7,045 | -4.0% | 0.00% | – |
| Q3 2017 | $1,137,000 | -1.8% | 7,337 | -1.7% | 0.00% | – |
| Q2 2017 | $1,158,000 | -15.0% | 7,467 | -17.3% | 0.00% | – |
| Q1 2017 | $1,362,000 | +23.6% | 9,024 | +15.8% | 0.00% | – |
| Q4 2016 | $1,102,000 | +8.7% | 7,790 | +14.8% | 0.00% | – |
| Q3 2016 | $1,014,000 | -17.7% | 6,788 | -20.5% | 0.00% | – |
| Q2 2016 | $1,232,000 | -22.5% | 8,537 | -26.4% | 0.00% | – |
| Q1 2016 | $1,589,000 | +33.0% | 11,600 | +56.7% | 0.00% | – |
| Q4 2015 | $1,195,000 | -8.1% | 7,404 | -15.7% | 0.00% | – |
| Q3 2015 | $1,300,000 | -3.8% | 8,785 | +13.6% | 0.00% | – |
| Q2 2015 | $1,352,000 | -2.2% | 7,735 | -3.5% | 0.00% | – |
| Q1 2015 | $1,382,000 | +70.6% | 8,018 | +49.9% | 0.00% | – |
| Q4 2014 | $810,000 | +90.6% | 5,348 | +76.5% | 0.00% | – |
| Q3 2014 | $425,000 | +5.5% | 3,030 | +1.5% | 0.00% | – |
| Q2 2014 | $403,000 | -32.8% | 2,985 | -37.0% | 0.00% | – |
| Q1 2014 | $600,000 | – | 4,739 | – | 0.00% | – |
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% |