ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 108 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,330 | -5.6% | 13,164 | -4.4% | 0.01% | 0.0% |
| Q2 2023 | $2,467 | +3.4% | 13,773 | +1.2% | 0.01% | 0.0% |
| Q1 2023 | $2,386 | -3.8% | 13,615 | +2.1% | 0.01% | -16.7% |
| Q4 2022 | $2,481 | -99.9% | 13,332 | +9.5% | 0.01% | +20.0% |
| Q3 2022 | $2,064,000 | -14.6% | 12,175 | -3.5% | 0.01% | -16.7% |
| Q2 2022 | $2,417,000 | -5.8% | 12,612 | -4.5% | 0.01% | 0.0% |
| Q1 2022 | $2,565,000 | -5.1% | 13,206 | -2.5% | 0.01% | 0.0% |
| Q4 2021 | $2,704,000 | -3.3% | 13,546 | -11.2% | 0.01% | -14.3% |
| Q3 2021 | $2,795,000 | -1.7% | 15,263 | -0.3% | 0.01% | 0.0% |
| Q2 2021 | $2,844,000 | +6.4% | 15,315 | +1.7% | 0.01% | -12.5% |
| Q1 2021 | $2,674,000 | -1.3% | 15,056 | -0.3% | 0.01% | 0.0% |
| Q4 2020 | $2,708,000 | +9.8% | 15,094 | +0.0% | 0.01% | 0.0% |
| Q3 2020 | $2,467,000 | +8.2% | 15,087 | +1.8% | 0.01% | -11.1% |
| Q2 2020 | $2,279,000 | +16.9% | 14,814 | +2.3% | 0.01% | 0.0% |
| Q1 2020 | $1,949,000 | -20.4% | 14,488 | -5.2% | 0.01% | 0.0% |
| Q4 2019 | $2,447,000 | +10.3% | 15,285 | -3.7% | 0.01% | 0.0% |
| Q3 2019 | $2,218,000 | -13.8% | 15,865 | -7.1% | 0.01% | -18.2% |
| Q2 2019 | $2,574,000 | -26.0% | 17,069 | -24.5% | 0.01% | -31.2% |
| Q1 2019 | $3,479,000 | +16.8% | 22,594 | +6.7% | 0.02% | 0.0% |
| Q4 2018 | $2,979,000 | -8.3% | 21,167 | +9.4% | 0.02% | 0.0% |
| Q3 2018 | $3,247,000 | +9.7% | 19,345 | -1.1% | 0.02% | +6.7% |
| Q2 2018 | $2,961,000 | -4.0% | 19,565 | -6.4% | 0.02% | -11.8% |
| Q1 2018 | $3,085,000 | -12.2% | 20,910 | -8.1% | 0.02% | -10.5% |
| Q4 2017 | $3,513,000 | – | 22,754 | – | 0.02% | – |
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% |