ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 122 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,442 | +8.0% | 59 | +9.3% | 0.00% | – |
| Q2 2023 | $9,672 | +2.2% | 54 | 0.0% | 0.00% | – |
| Q1 2023 | $9,465 | -45.9% | 54 | -42.6% | 0.00% | – |
| Q4 2022 | $17,496 | +9.4% | 94 | 0.0% | 0.00% | – |
| Q3 2022 | $16,000 | -11.1% | 94 | 0.0% | 0.00% | – |
| Q2 2022 | $18,000 | 0.0% | 94 | 0.0% | 0.00% | – |
| Q1 2022 | $18,000 | -5.3% | 94 | 0.0% | 0.00% | – |
| Q4 2021 | $19,000 | +90.0% | 94 | +74.1% | 0.00% | – |
| Q3 2021 | $10,000 | 0.0% | 54 | 0.0% | 0.00% | – |
| Q2 2021 | $10,000 | -44.4% | 54 | -48.1% | 0.00% | – |
| Q1 2021 | $18,000 | -5.3% | 104 | 0.0% | 0.00% | – |
| Q4 2020 | $19,000 | -83.9% | 104 | -85.5% | 0.00% | – |
| Q3 2020 | $118,000 | 0.0% | 719 | -6.5% | 0.00% | – |
| Q2 2020 | $118,000 | +14.6% | 769 | 0.0% | 0.00% | – |
| Q1 2020 | $103,000 | -16.3% | 769 | 0.0% | 0.00% | – |
| Q4 2019 | $123,000 | +13.9% | 769 | 0.0% | 0.00% | – |
| Q3 2019 | $108,000 | -6.9% | 769 | 0.0% | 0.00% | – |
| Q2 2019 | $116,000 | -1.7% | 769 | 0.0% | 0.00% | – |
| Q1 2019 | $118,000 | +9.3% | 769 | 0.0% | 0.00% | – |
| Q4 2018 | $108,000 | -16.3% | 769 | 0.0% | 0.00% | – |
| Q3 2018 | $129,000 | +11.2% | 769 | 0.0% | 0.00% | – |
| Q2 2018 | $116,000 | +17.2% | 769 | +14.9% | 0.00% | – |
| Q1 2018 | $99,000 | -3.9% | 669 | 0.0% | 0.00% | – |
| Q4 2017 | $103,000 | -1.9% | 669 | 0.0% | 0.00% | – |
| Q3 2017 | $105,000 | +1.0% | 669 | 0.0% | 0.00% | – |
| Q2 2017 | $104,000 | +3.0% | 669 | 0.0% | 0.00% | – |
| Q1 2017 | $101,000 | -83.5% | 669 | -84.5% | 0.00% | -100.0% |
| Q4 2016 | $611,000 | -5.7% | 4,326 | -0.2% | 0.00% | 0.0% |
| Q3 2016 | $648,000 | +3.5% | 4,334 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $626,000 | +5.4% | 4,334 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $594,000 | -15.3% | 4,334 | 0.0% | 0.00% | -33.3% |
| Q4 2015 | $701,000 | +8.7% | 4,334 | -0.5% | 0.00% | 0.0% |
| Q3 2015 | $645,000 | -14.2% | 4,354 | +1.3% | 0.00% | 0.0% |
| Q2 2015 | $752,000 | +1.5% | 4,300 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $741,000 | +13.8% | 4,300 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $651,000 | +7.8% | 4,300 | 0.0% | 0.00% | +50.0% |
| Q3 2014 | $604,000 | +4.0% | 4,300 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $581,000 | +6.8% | 4,300 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $544,000 | +7.1% | 4,300 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $508,000 | +11.2% | 4,300 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $457,000 | +6.5% | 4,300 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $429,000 | – | 4,300 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHEMUNG CANAL TRUST CO | 18,392 | $3,118,000 | 0.78% |
| Financial Management Professionals, Inc. | 15,147 | $2,568,000 | 0.59% |
| CAHILL FINANCIAL ADVISORS INC | 7,057 | $1,197,000 | 0.25% |
| Family Firm, Inc. | 3,858 | $654,000 | 0.21% |
| AFT, FORSYTH & COMPANY, INC. | 1,344 | $228,000 | 0.20% |
| Asset Management Group, Inc. | 4,040 | $685,000 | 0.17% |
| MBL Wealth, LLC | 3,082 | $523 | 0.11% |
| Institute for Wealth Management, LLC. | 2,871 | $487,000 | 0.11% |
| Raab & Moskowitz Asset Management LLC | 1,537 | $260,000 | 0.11% |
| PATTEN & PATTEN INC/TN | 5,978 | $1,014,000 | 0.10% |