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 | $3,772,837 | -49.4% | 21,317 | -48.8% | 0.00% | -50.0% |
| Q2 2023 | $7,452,343 | +10.2% | 41,607 | +7.9% | 0.00% | 0.0% |
| Q1 2023 | $6,761,546 | +93706.1% | 38,576 | -0.4% | 0.00% | -20.0% |
| Q4 2022 | $7,208 | -99.8% | 38,725 | +77.2% | 0.01% | +66.7% |
| Q3 2022 | $3,705,000 | +129.7% | 21,850 | +159.6% | 0.00% | +200.0% |
| Q2 2022 | $1,613,000 | -4.6% | 8,416 | -3.3% | 0.00% | 0.0% |
| Q1 2022 | $1,691,000 | -36.7% | 8,706 | -35.0% | 0.00% | 0.0% |
| Q4 2021 | $2,673,000 | +88.4% | 13,391 | +72.9% | 0.00% | 0.0% |
| Q3 2021 | $1,419,000 | +5.0% | 7,746 | +6.4% | 0.00% | 0.0% |
| Q2 2021 | $1,352,000 | -12.9% | 7,281 | -16.7% | 0.00% | 0.0% |
| Q1 2021 | $1,552,000 | -6.8% | 8,736 | -5.9% | 0.00% | 0.0% |
| Q4 2020 | $1,666,000 | +98.6% | 9,283 | +80.9% | 0.00% | 0.0% |
| Q3 2020 | $839,000 | -2.8% | 5,132 | -8.5% | 0.00% | 0.0% |
| Q2 2020 | $863,000 | -46.9% | 5,607 | -53.6% | 0.00% | -50.0% |
| Q1 2020 | $1,625,000 | -78.8% | 12,078 | -74.7% | 0.00% | -75.0% |
| Q4 2019 | $7,653,000 | +1192.7% | 47,791 | +1029.5% | 0.01% | +700.0% |
| Q3 2019 | $592,000 | +46.2% | 4,231 | +57.5% | 0.00% | – |
| Q2 2019 | $405,000 | – | 2,687 | – | 0.00% | – |
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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% |