ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 95 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.12 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,933 | +49.6% | 2,486 | +51.4% | 0.00% | – |
| Q2 2023 | $294,057 | -67.1% | 1,642 | -67.8% | 0.00% | – |
| Q1 2023 | $895,033 | +14.3% | 5,105 | +11.2% | 0.00% | – |
| Q4 2022 | $783,000 | +7.9% | 4,590 | +7.3% | 0.00% | – |
| Q3 2022 | $726,000 | -11.9% | 4,279 | -0.2% | 0.00% | – |
| Q2 2022 | $824,000 | +155.1% | 4,286 | +158.0% | 0.00% | – |
| Q1 2022 | $323,000 | -8.0% | 1,661 | -5.6% | 0.00% | – |
| Q4 2021 | $351,000 | +12.9% | 1,759 | +3.6% | 0.00% | – |
| Q3 2021 | $311,000 | +0.6% | 1,698 | +2.0% | 0.00% | – |
| Q2 2021 | $309,000 | -24.8% | 1,665 | -28.1% | 0.00% | – |
| Q1 2021 | $411,000 | -38.1% | 2,315 | -37.6% | 0.00% | – |
| Q4 2020 | $664,000 | +22.7% | 3,710 | +12.2% | 0.00% | – |
| Q3 2020 | $541,000 | -6.9% | 3,308 | -12.4% | 0.00% | – |
| Q2 2020 | $581,000 | +50.5% | 3,775 | +31.7% | 0.00% | – |
| Q1 2020 | $386,000 | -20.1% | 2,866 | -4.9% | 0.00% | – |
| Q4 2019 | $483,000 | +28.1% | 3,015 | +11.7% | 0.00% | – |
| Q3 2019 | $377,000 | -15.8% | 2,699 | -9.0% | 0.00% | – |
| Q2 2019 | $448,000 | -90.1% | 2,965 | -89.9% | 0.00% | -100.0% |
| Q1 2019 | $4,531,000 | +17.4% | 29,433 | +7.4% | 0.00% | 0.0% |
| Q4 2018 | $3,859,000 | -15.1% | 27,417 | +1.4% | 0.00% | 0.0% |
| Q3 2018 | $4,545,000 | -26.2% | 27,026 | -33.6% | 0.00% | -33.3% |
| Q2 2018 | $6,160,000 | +5.6% | 40,697 | +2.5% | 0.00% | 0.0% |
| Q1 2018 | $5,833,000 | +7.0% | 39,720 | +12.5% | 0.00% | +50.0% |
| Q4 2017 | $5,449,000 | -8.2% | 35,297 | -6.9% | 0.00% | -33.3% |
| Q3 2017 | $5,936,000 | +16.4% | 37,923 | +13.8% | 0.00% | 0.0% |
| Q2 2017 | $5,101,000 | +4.9% | 33,314 | +3.4% | 0.00% | 0.0% |
| Q1 2017 | $4,865,000 | +29.4% | 32,226 | +21.3% | 0.00% | +50.0% |
| Q4 2016 | $3,760,000 | +136.0% | 26,577 | +149.4% | 0.00% | +100.0% |
| Q3 2016 | $1,593,000 | +13.5% | 10,657 | +10.2% | 0.00% | 0.0% |
| Q2 2016 | $1,404,000 | +21.9% | 9,674 | +13.9% | 0.00% | 0.0% |
| Q1 2016 | $1,152,000 | +60.9% | 8,495 | +91.9% | 0.00% | – |
| Q4 2015 | $716,000 | -4.1% | 4,427 | -12.3% | 0.00% | – |
| Q3 2015 | $747,000 | +30.4% | 5,050 | +54.0% | 0.00% | – |
| Q2 2015 | $573,000 | +6.1% | 3,280 | +4.8% | 0.00% | – |
| Q1 2015 | $540,000 | +16.6% | 3,130 | +2.4% | 0.00% | – |
| Q4 2014 | $463,000 | +76.7% | 3,058 | +63.5% | 0.00% | – |
| Q3 2014 | $262,000 | -10.9% | 1,870 | -14.0% | 0.00% | – |
| Q2 2014 | $294,000 | -13.8% | 2,175 | -19.3% | 0.00% | – |
| Q1 2014 | $341,000 | +5.2% | 2,695 | -1.8% | 0.00% | – |
| Q4 2013 | $324,000 | +21.3% | 2,744 | +10.4% | 0.00% | – |
| Q3 2013 | $267,000 | +58.9% | 2,485 | +47.1% | 0.00% | – |
| Q2 2013 | $168,000 | – | 1,689 | – | 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% |