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 | $5,415,560 | -0.5% | 30,600 | +0.7% | 0.00% | 0.0% |
| Q2 2023 | $5,440,155 | -17.6% | 30,373 | -19.4% | 0.00% | 0.0% |
| Q1 2023 | $6,603,134 | -6.3% | 37,673 | -0.5% | 0.00% | 0.0% |
| Q4 2022 | $7,046,827 | -31.0% | 37,860 | -37.2% | 0.00% | 0.0% |
| Q3 2022 | $10,217,000 | -7.1% | 60,264 | +5.0% | 0.00% | 0.0% |
| Q2 2022 | $10,996,000 | +32.7% | 57,373 | +34.6% | 0.00% | 0.0% |
| Q1 2022 | $8,284,000 | +23.0% | 42,640 | +26.3% | 0.00% | 0.0% |
| Q4 2021 | $6,737,000 | +40.6% | 33,748 | +29.1% | 0.00% | – |
| Q3 2021 | $4,790,000 | -17.7% | 26,151 | -16.6% | 0.00% | -100.0% |
| Q2 2021 | $5,823,000 | -1.6% | 31,345 | -5.9% | 0.00% | 0.0% |
| Q1 2021 | $5,917,000 | -3.0% | 33,308 | -2.0% | 0.00% | 0.0% |
| Q4 2020 | $6,099,000 | +31.8% | 33,989 | +20.1% | 0.00% | 0.0% |
| Q3 2020 | $4,627,000 | +21.2% | 28,295 | +14.1% | 0.00% | 0.0% |
| Q2 2020 | $3,817,000 | +19.7% | 24,804 | +4.6% | 0.00% | 0.0% |
| Q1 2020 | $3,190,000 | -36.7% | 23,710 | -24.7% | 0.00% | 0.0% |
| Q4 2019 | $5,042,000 | +84.8% | 31,488 | +61.4% | 0.00% | – |
| Q3 2019 | $2,728,000 | -10.9% | 19,512 | -3.9% | 0.00% | – |
| Q2 2019 | $3,061,000 | -22.3% | 20,296 | -20.7% | 0.00% | -100.0% |
| Q1 2019 | $3,941,000 | +2.5% | 25,591 | -6.3% | 0.00% | 0.0% |
| Q4 2018 | $3,844,000 | -48.8% | 27,308 | -38.9% | 0.00% | 0.0% |
| Q3 2018 | $7,508,000 | +29.9% | 44,729 | +17.1% | 0.00% | 0.0% |
| Q2 2018 | $5,782,000 | -41.1% | 38,201 | -42.6% | 0.00% | -50.0% |
| Q1 2018 | $9,821,000 | -22.4% | 66,568 | -18.8% | 0.00% | 0.0% |
| Q4 2017 | $12,652,000 | -34.7% | 81,947 | -33.9% | 0.00% | -33.3% |
| Q3 2017 | $19,390,000 | -27.4% | 124,013 | -28.0% | 0.00% | -40.0% |
| Q2 2017 | $26,703,000 | +6.2% | 172,134 | +3.4% | 0.01% | 0.0% |
| Q1 2017 | $25,134,000 | -21.5% | 166,520 | -26.4% | 0.01% | -28.6% |
| Q4 2016 | $32,000,000 | +84.5% | 226,269 | +95.0% | 0.01% | +75.0% |
| Q3 2016 | $17,344,000 | -7.0% | 116,047 | -10.2% | 0.00% | 0.0% |
| Q2 2016 | $18,655,000 | -16.8% | 129,192 | -21.0% | 0.00% | -20.0% |
| Q1 2016 | $22,409,000 | -41.7% | 163,590 | -31.2% | 0.01% | -44.4% |
| Q4 2015 | $38,423,000 | -0.5% | 237,631 | -8.9% | 0.01% | -10.0% |
| Q3 2015 | $38,632,000 | -13.5% | 260,989 | +2.2% | 0.01% | -33.3% |
| Q2 2015 | $44,651,000 | +4.3% | 255,405 | +2.9% | 0.02% | +7.1% |
| Q1 2015 | $42,800,000 | +3.0% | 248,231 | -9.6% | 0.01% | -6.7% |
| Q4 2014 | $41,568,000 | +2.0% | 274,562 | -5.4% | 0.02% | +15.4% |
| Q3 2014 | $40,740,000 | +14.3% | 290,276 | +10.0% | 0.01% | +18.2% |
| Q2 2014 | $35,638,000 | +30.4% | 263,781 | +22.3% | 0.01% | +10.0% |
| Q1 2014 | $27,334,000 | +11.2% | 215,753 | +3.7% | 0.01% | +11.1% |
| Q4 2013 | $24,570,000 | +7.9% | 208,041 | -2.8% | 0.01% | 0.0% |
| Q3 2013 | $22,762,000 | -1.3% | 213,953 | -7.5% | 0.01% | -10.0% |
| Q2 2013 | $23,054,000 | – | 231,354 | – | 0.01% | – |
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% |