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 | $3,919,405 | -8.7% | 22,146 | -7.6% | 0.00% | 0.0% |
| Q2 2023 | $4,293,510 | -3.0% | 23,972 | -5.1% | 0.00% | 0.0% |
| Q1 2023 | $4,427,802 | -67.0% | 25,261 | -65.0% | 0.00% | -75.0% |
| Q4 2022 | $13,421,833 | +7.5% | 72,110 | -2.1% | 0.00% | 0.0% |
| Q3 2022 | $12,483,000 | -8.8% | 73,629 | +3.1% | 0.00% | 0.0% |
| Q2 2022 | $13,693,000 | +12.9% | 71,446 | +14.5% | 0.00% | +33.3% |
| Q1 2022 | $12,125,000 | +1.4% | 62,413 | +4.2% | 0.00% | 0.0% |
| Q4 2021 | $11,952,000 | +6.4% | 59,871 | -2.4% | 0.00% | +50.0% |
| Q3 2021 | $11,230,000 | +0.1% | 61,316 | +1.6% | 0.00% | 0.0% |
| Q2 2021 | $11,215,000 | +23.2% | 60,374 | +17.8% | 0.00% | 0.0% |
| Q1 2021 | $9,103,000 | +139.5% | 51,242 | +141.9% | 0.00% | +100.0% |
| Q4 2020 | $3,801,000 | +66.9% | 21,183 | +52.1% | 0.00% | 0.0% |
| Q3 2020 | $2,277,000 | +36.6% | 13,924 | +28.5% | 0.00% | – |
| Q2 2020 | $1,667,000 | -5.9% | 10,837 | -17.6% | 0.00% | -100.0% |
| Q1 2020 | $1,771,000 | -24.5% | 13,159 | -10.2% | 0.00% | 0.0% |
| Q4 2019 | $2,347,000 | +7.0% | 14,658 | -6.6% | 0.00% | 0.0% |
| Q3 2019 | $2,194,000 | -36.7% | 15,691 | -31.7% | 0.00% | 0.0% |
| Q2 2019 | $3,466,000 | -6.1% | 22,987 | -4.1% | 0.00% | 0.0% |
| Q1 2019 | $3,690,000 | -19.0% | 23,966 | -26.0% | 0.00% | -50.0% |
| Q4 2018 | $4,556,000 | +12.2% | 32,366 | +33.8% | 0.00% | +100.0% |
| Q3 2018 | $4,060,000 | +5.6% | 24,183 | -4.8% | 0.00% | 0.0% |
| Q2 2018 | $3,846,000 | -0.9% | 25,411 | -3.4% | 0.00% | 0.0% |
| Q1 2018 | $3,881,000 | -12.8% | 26,308 | -8.8% | 0.00% | 0.0% |
| Q4 2017 | $4,451,000 | -13.0% | 28,831 | -11.9% | 0.00% | -50.0% |
| Q3 2017 | $5,118,000 | +0.1% | 32,736 | -0.7% | 0.00% | 0.0% |
| Q2 2017 | $5,113,000 | +3.3% | 32,958 | +0.5% | 0.00% | 0.0% |
| Q1 2017 | $4,948,000 | +16.5% | 32,782 | +9.1% | 0.00% | +100.0% |
| Q4 2016 | $4,249,000 | -24.4% | 30,043 | -20.1% | 0.00% | -50.0% |
| Q3 2016 | $5,619,000 | -13.4% | 37,601 | -16.4% | 0.00% | -33.3% |
| Q2 2016 | $6,491,000 | -9.1% | 44,956 | -13.7% | 0.00% | 0.0% |
| Q1 2016 | $7,139,000 | -66.7% | 52,117 | -60.7% | 0.00% | -62.5% |
| Q4 2015 | $21,462,000 | +1.4% | 132,730 | -7.2% | 0.01% | -11.1% |
| Q3 2015 | $21,167,000 | -20.2% | 143,001 | -5.8% | 0.01% | -10.0% |
| Q2 2015 | $26,527,000 | -49.9% | 151,742 | -50.6% | 0.01% | 0.0% |
| Q1 2015 | $52,998,000 | +124.4% | 307,378 | +97.0% | 0.01% | +11.1% |
| Q4 2014 | $23,619,000 | +27.1% | 156,006 | +17.9% | 0.01% | +12.5% |
| Q3 2014 | $18,576,000 | -9.9% | 132,360 | -13.2% | 0.01% | 0.0% |
| Q2 2014 | $20,611,000 | +13.8% | 152,543 | +6.7% | 0.01% | 0.0% |
| Q1 2014 | $18,110,000 | +8.8% | 142,951 | +1.4% | 0.01% | +14.3% |
| Q4 2013 | $16,651,000 | +15.0% | 140,995 | +3.6% | 0.01% | 0.0% |
| Q3 2013 | $14,478,000 | +22.7% | 136,086 | +14.9% | 0.01% | +16.7% |
| Q2 2013 | $11,798,000 | – | 118,390 | – | 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% |