ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 99 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,049 | -1.2% | 441 | 0.0% | 0.00% | – |
| Q2 2023 | $78,988 | -37.1% | 441 | -38.4% | 0.00% | – |
| Q1 2023 | $125,498 | -5.8% | 716 | 0.0% | 0.00% | – |
| Q4 2022 | $133,269 | +10.1% | 716 | 0.0% | 0.00% | – |
| Q3 2022 | $121,000 | -11.7% | 716 | 0.0% | 0.00% | – |
| Q2 2022 | $137,000 | -1.4% | 716 | 0.0% | 0.00% | – |
| Q1 2022 | $139,000 | -2.8% | 716 | 0.0% | 0.00% | – |
| Q4 2021 | $143,000 | +2.1% | 716 | -6.5% | 0.00% | – |
| Q3 2021 | $140,000 | -1.4% | 766 | 0.0% | 0.00% | – |
| Q2 2021 | $142,000 | +4.4% | 766 | 0.0% | 0.00% | – |
| Q1 2021 | $136,000 | -0.7% | 766 | 0.0% | 0.00% | – |
| Q4 2020 | $137,000 | +9.6% | 766 | 0.0% | 0.00% | – |
| Q3 2020 | $125,000 | +1.6% | 766 | 0.0% | 0.00% | – |
| Q2 2020 | $123,000 | -87.1% | 766 | -88.1% | 0.00% | -100.0% |
| Q3 2016 | $957,000 | -15.9% | 6,452 | -17.4% | 0.00% | 0.0% |
| Q2 2016 | $1,138,000 | -11.9% | 7,815 | -17.0% | 0.00% | 0.0% |
| Q1 2016 | $1,292,000 | – | 9,415 | – | 0.00% | – |
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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% |