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 | $260,208 | -10.8% | 1,470 | -9.8% | 0.00% | – |
| Q2 2023 | $291,757 | -55.6% | 1,629 | -56.6% | 0.00% | – |
| Q1 2023 | $657,730 | +98.7% | 3,752 | +111.0% | 0.00% | – |
| Q4 2022 | $330,988 | -13.6% | 1,778 | -21.3% | 0.00% | – |
| Q3 2022 | $383,000 | -3.8% | 2,260 | +8.7% | 0.00% | – |
| Q2 2022 | $398,000 | +5.0% | 2,079 | +6.5% | 0.00% | – |
| Q1 2022 | $379,000 | +7.1% | 1,953 | +10.2% | 0.00% | – |
| Q4 2021 | $354,000 | +21.6% | 1,773 | +11.3% | 0.00% | – |
| Q3 2021 | $291,000 | -1.4% | 1,593 | 0.0% | 0.00% | – |
| Q2 2021 | $295,000 | 0.0% | 1,593 | -3.9% | 0.00% | – |
| Q1 2021 | $295,000 | -4.5% | 1,657 | -3.9% | 0.00% | – |
| Q4 2020 | $309,000 | -2.5% | 1,725 | -11.1% | 0.00% | – |
| Q3 2020 | $317,000 | +5.7% | 1,940 | -0.4% | 0.00% | – |
| Q2 2020 | $300,000 | +11.9% | 1,948 | -2.1% | 0.00% | – |
| Q1 2020 | $268,000 | +12.1% | 1,989 | +33.0% | 0.00% | – |
| Q4 2019 | $239,000 | +79.7% | 1,496 | +57.3% | 0.00% | – |
| Q3 2019 | $133,000 | -35.1% | 951 | -30.2% | 0.00% | – |
| Q2 2019 | $205,000 | -1.9% | 1,362 | +0.4% | 0.00% | – |
| Q1 2019 | $209,000 | +7.7% | 1,356 | -1.7% | 0.00% | – |
| Q4 2018 | $194,000 | -25.7% | 1,379 | -11.4% | 0.00% | – |
| Q3 2018 | $261,000 | -97.3% | 1,557 | -98.4% | 0.00% | -100.0% |
| Q2 2013 | $9,834,000 | – | 98,689 | – | 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% |