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 | $8,849 | -1.2% | 50 | 0.0% | 0.00% | – |
| Q2 2023 | $8,956 | +2.2% | 50 | 0.0% | 0.00% | – |
| Q1 2023 | $8,764 | -5.8% | 50 | 0.0% | 0.00% | – |
| Q4 2022 | $9,307 | +16.3% | 50 | 0.0% | 0.00% | – |
| Q3 2022 | $8,000 | -20.0% | 50 | 0.0% | 0.00% | – |
| Q2 2022 | $10,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2022 | $10,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q4 2021 | $10,000 | +11.1% | 50 | 0.0% | 0.00% | – |
| Q3 2021 | $9,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q2 2021 | $9,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2021 | $9,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q4 2020 | $9,000 | -60.9% | 50 | -64.3% | 0.00% | – |
| Q3 2020 | $23,000 | +4.5% | 140 | 0.0% | 0.00% | – |
| Q2 2020 | $22,000 | +15.8% | 140 | 0.0% | 0.00% | – |
| Q1 2020 | $19,000 | -13.6% | 140 | 0.0% | 0.00% | – |
| Q4 2019 | $22,000 | +10.0% | 140 | 0.0% | 0.00% | – |
| Q3 2019 | $20,000 | -4.8% | 140 | 0.0% | 0.00% | – |
| Q2 2019 | $21,000 | -19.2% | 140 | -17.6% | 0.00% | – |
| Q1 2019 | $26,000 | +8.3% | 170 | 0.0% | 0.00% | – |
| Q4 2018 | $24,000 | -17.2% | 170 | 0.0% | 0.00% | – |
| Q3 2018 | $29,000 | +38.1% | 170 | +21.4% | 0.00% | – |
| Q2 2018 | $21,000 | 0.0% | 140 | 0.0% | 0.00% | – |
| Q1 2018 | $21,000 | +50.0% | 140 | +55.6% | 0.00% | – |
| Q4 2017 | $14,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q3 2017 | $14,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q2 2017 | $14,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q1 2017 | $14,000 | +7.7% | 90 | 0.0% | 0.00% | – |
| Q4 2016 | $13,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q3 2016 | $13,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q2 2016 | $13,000 | -51.9% | 90 | -53.8% | 0.00% | – |
| Q1 2016 | $27,000 | -63.0% | 195 | -60.4% | 0.00% | -100.0% |
| Q3 2015 | $73,000 | -15.1% | 492 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $86,000 | +681.8% | 492 | +556.0% | 0.00% | – |
| Q3 2014 | $11,000 | – | 75 | – | 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% |