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 | $1,010,418 | +149.4% | 5,709 | +152.4% | 0.00% | 0.0% |
| Q2 2023 | $405,168 | -11.9% | 2,262 | -13.8% | 0.00% | 0.0% |
| Q1 2023 | $459,871 | -60.4% | 2,624 | -56.1% | 0.00% | -50.0% |
| Q1 2022 | $1,160,000 | +1.3% | 5,973 | -19.7% | 0.00% | -33.3% |
| Q2 2020 | $1,145,000 | +14.4% | 7,440 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,001,000 | -16.6% | 7,440 | -0.6% | 0.00% | 0.0% |
| Q4 2019 | $1,200,000 | +14.6% | 7,487 | +0.1% | 0.00% | 0.0% |
| Q3 2019 | $1,047,000 | -7.3% | 7,482 | -0.1% | 0.00% | 0.0% |
| Q2 2019 | $1,129,000 | -2.1% | 7,488 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $1,153,000 | +9.5% | 7,488 | +0.0% | 0.00% | 0.0% |
| Q4 2018 | $1,053,000 | -18.8% | 7,487 | -3.1% | 0.00% | -25.0% |
| Q3 2018 | $1,297,000 | +11.6% | 7,727 | +0.7% | 0.00% | 0.0% |
| Q2 2018 | $1,162,000 | -0.9% | 7,673 | -3.5% | 0.00% | 0.0% |
| Q1 2018 | $1,173,000 | -6.7% | 7,949 | -2.4% | 0.00% | 0.0% |
| Q4 2017 | $1,257,000 | -0.6% | 8,148 | +0.9% | 0.00% | 0.0% |
| Q3 2017 | $1,264,000 | -1.5% | 8,074 | -2.4% | 0.00% | -20.0% |
| Q2 2017 | $1,283,000 | +2.7% | 8,272 | +0.0% | 0.01% | 0.0% |
| Q1 2017 | $1,249,000 | +12.3% | 8,271 | +5.1% | 0.01% | 0.0% |
| Q4 2016 | $1,112,000 | +196.5% | 7,870 | +204.1% | 0.01% | +150.0% |
| Q2 2016 | $375,000 | +83.8% | 2,588 | +73.7% | 0.00% | +100.0% |
| Q1 2016 | $204,000 | -92.0% | 1,490 | -90.6% | 0.00% | -92.3% |
| Q4 2015 | $2,562,000 | +18.7% | 15,847 | +8.7% | 0.01% | +8.3% |
| Q3 2015 | $2,159,000 | -56.2% | 14,583 | -48.4% | 0.01% | -7.7% |
| Q2 2015 | $4,928,000 | +122.9% | 28,274 | +120.5% | 0.01% | +8.3% |
| Q1 2015 | $2,211,000 | +86.1% | 12,823 | +63.4% | 0.01% | +71.4% |
| Q4 2014 | $1,188,000 | +12.7% | 7,846 | +4.4% | 0.01% | -22.2% |
| Q3 2014 | $1,054,000 | +3.1% | 7,513 | -0.7% | 0.01% | 0.0% |
| Q2 2014 | $1,022,000 | -2.6% | 7,565 | -8.6% | 0.01% | -10.0% |
| Q1 2014 | $1,049,000 | – | 8,277 | – | 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% |