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 | $76,734 | +27.3% | 434 | +28.8% | 0.00% | – |
| Q2 2023 | $60,283 | +2.2% | 337 | 0.0% | 0.00% | – |
| Q1 2023 | $58,993 | -5.8% | 337 | 0.0% | 0.00% | – |
| Q4 2022 | $62,646 | +9.9% | 337 | 0.0% | 0.00% | – |
| Q3 2022 | $57,000 | -10.9% | 337 | 0.0% | 0.00% | – |
| Q2 2022 | $64,000 | -1.5% | 337 | 0.0% | 0.00% | – |
| Q1 2022 | $65,000 | -4.4% | 337 | 0.0% | 0.00% | – |
| Q4 2021 | $68,000 | +11.5% | 337 | 0.0% | 0.00% | – |
| Q3 2021 | $61,000 | -3.2% | 337 | 0.0% | 0.00% | – |
| Q2 2021 | $63,000 | +5.0% | 337 | 0.0% | 0.00% | – |
| Q1 2021 | $60,000 | -26.8% | 337 | -26.4% | 0.00% | – |
| Q4 2020 | $82,000 | +9.3% | 458 | 0.0% | 0.00% | – |
| Q3 2020 | $75,000 | +31.6% | 458 | +22.8% | 0.00% | – |
| Q2 2020 | $57,000 | +14.0% | 373 | +0.3% | 0.00% | – |
| Q1 2020 | $50,000 | -19.4% | 372 | -3.9% | 0.00% | – |
| Q4 2019 | $62,000 | +14.8% | 387 | +0.3% | 0.00% | – |
| Q3 2019 | $54,000 | -6.9% | 386 | +0.3% | 0.00% | – |
| Q2 2019 | $58,000 | -18.3% | 385 | -17.0% | 0.00% | – |
| Q1 2019 | $71,000 | +39.2% | 464 | +27.5% | 0.00% | – |
| Q4 2018 | $51,000 | +6.2% | 364 | +26.8% | 0.00% | – |
| Q3 2018 | $48,000 | -23.8% | 287 | -31.5% | 0.00% | – |
| Q2 2018 | $63,000 | -8.7% | 419 | -10.1% | 0.00% | – |
| Q1 2018 | $69,000 | -5.5% | 466 | -1.3% | 0.00% | – |
| Q4 2017 | $73,000 | -16.1% | 472 | -14.8% | 0.00% | – |
| Q3 2017 | $87,000 | -26.3% | 554 | -26.9% | 0.00% | – |
| Q2 2017 | $118,000 | +15.7% | 758 | +12.3% | 0.00% | – |
| Q1 2017 | $102,000 | +7.4% | 675 | +0.1% | 0.00% | – |
| Q4 2016 | $95,000 | +8.0% | 674 | +13.9% | 0.00% | – |
| Q3 2016 | $88,000 | +22.2% | 592 | +19.6% | 0.00% | – |
| Q2 2016 | $72,000 | -47.1% | 495 | -50.3% | 0.00% | – |
| Q1 2016 | $136,000 | -19.0% | 995 | -4.7% | 0.00% | – |
| Q4 2015 | $168,000 | -3.4% | 1,044 | -10.7% | 0.00% | – |
| Q3 2015 | $174,000 | -9.8% | 1,169 | +5.9% | 0.00% | – |
| Q2 2015 | $193,000 | +35.0% | 1,104 | +31.9% | 0.00% | – |
| Q1 2015 | $143,000 | +138.3% | 837 | +109.2% | 0.00% | – |
| Q4 2014 | $60,000 | +7.1% | 400 | 0.0% | 0.00% | – |
| Q3 2014 | $56,000 | +3.7% | 400 | 0.0% | 0.00% | – |
| Q2 2014 | $54,000 | +8.0% | 400 | 0.0% | 0.00% | – |
| Q1 2014 | $50,000 | +4.2% | 400 | 0.0% | 0.00% | – |
| Q4 2013 | $48,000 | +14.3% | 400 | 0.0% | 0.00% | – |
| Q3 2013 | $42,000 | +5.0% | 400 | 0.0% | 0.00% | – |
| Q2 2013 | $40,000 | – | 400 | – | 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% |