ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 122 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $211 | -99.9% | 1,205 | +9.5% | 0.00% | -50.0% |
| Q2 2022 | $211,000 | -1.4% | 1,100 | -0.4% | 0.00% | 0.0% |
| Q1 2022 | $214,000 | -4.0% | 1,104 | -1.3% | 0.00% | 0.0% |
| Q4 2021 | $223,000 | +0.5% | 1,119 | -7.6% | 0.00% | 0.0% |
| Q3 2021 | $222,000 | 0.0% | 1,211 | +1.3% | 0.00% | 0.0% |
| Q2 2021 | $222,000 | +6.7% | 1,195 | +2.0% | 0.00% | 0.0% |
| Q1 2021 | $208,000 | +1.0% | 1,171 | +1.7% | 0.00% | 0.0% |
| Q4 2020 | $206,000 | -22.8% | 1,151 | -39.4% | 0.00% | -60.0% |
| Q4 2018 | $267,000 | -40.0% | 1,899 | -28.3% | 0.01% | -37.5% |
| Q3 2018 | $445,000 | +94.3% | 2,650 | +74.9% | 0.01% | +60.0% |
| Q2 2018 | $229,000 | -46.1% | 1,515 | -47.5% | 0.01% | -44.4% |
| Q1 2018 | $425,000 | -56.2% | 2,883 | -54.1% | 0.01% | -50.0% |
| Q4 2017 | $970,000 | -74.2% | 6,286 | -73.9% | 0.02% | -76.9% |
| Q3 2017 | $3,766,000 | -30.4% | 24,083 | -31.0% | 0.08% | -25.0% |
| Q2 2017 | $5,411,000 | – | 34,884 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SOUTHERN CAPITAL ADVISORS, LLC | 5,335 | $1,036,000 | 0.71% |
| MURPHY CAPITAL MANAGEMENT INC | 17,625 | $3,423,000 | 0.40% |
| RWA WEALTH PARTNERS, LLC | 28,466 | $5,530,000 | 0.36% |
| CAHILL FINANCIAL ADVISORS INC | 7,106 | $1,380,000 | 0.26% |
| Family Firm, Inc. | 4,008 | $779,000 | 0.20% |
| AFT, FORSYTH & COMPANY, INC. | 1,341 | $261,000 | 0.17% |
| Asset Management Group, Inc. | 4,024 | $782,000 | 0.16% |
| Concorde Asset Management, LLC | 1,060 | $206,000 | 0.14% |
| Raab & Moskowitz Asset Management LLC | 1,572 | $305,000 | 0.10% |
| PATTEN & PATTEN INC/TN | 6,003 | $1,166,000 | 0.08% |