ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 119 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.40 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $205,000 | +1.5% | 1,027 | -5.8% | 0.04% | -10.9% |
| Q2 2021 | $202,000 | +1.0% | 1,090 | -8.9% | 0.05% | -41.8% |
| Q3 2018 | $200,000 | -1.0% | 1,196 | -7.6% | 0.08% | -13.2% |
| Q3 2017 | $202,000 | +0.5% | 1,294 | 0.0% | 0.09% | -3.2% |
| Q2 2017 | $201,000 | -3.8% | 1,294 | 0.0% | 0.09% | -26.0% |
| Q4 2015 | $209,000 | -7.5% | 1,294 | 0.0% | 0.13% | -9.3% |
| Q2 2015 | $226,000 | -8.1% | 1,294 | -9.1% | 0.14% | -9.1% |
| Q1 2015 | $246,000 | +25.5% | 1,424 | +10.0% | 0.15% | +28.3% |
| Q4 2014 | $196,000 | -17.6% | 1,294 | -23.8% | 0.12% | -26.8% |
| Q3 2014 | $238,000 | +3.5% | 1,699 | 0.0% | 0.16% | +1.9% |
| Q2 2014 | $230,000 | -0.9% | 1,699 | -7.3% | 0.16% | -6.4% |
| Q1 2014 | $232,000 | -14.7% | 1,833 | -20.3% | 0.17% | -18.5% |
| Q4 2013 | $272,000 | – | 2,301 | – | 0.21% | – |
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% |