ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 126 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.43 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,174,269 | +7.1% | 23,586 | +8.4% | 0.00% | 0.0% |
| Q2 2023 | $3,898,329 | +1.9% | 21,765 | -0.2% | 0.00% | 0.0% |
| Q1 2023 | $3,824,189 | -5.6% | 21,818 | +0.2% | 0.00% | 0.0% |
| Q4 2022 | $4,051,119 | +185.7% | 21,765 | +160.3% | 0.00% | – |
| Q3 2022 | $1,418,000 | -75.0% | 8,362 | -71.7% | 0.00% | -100.0% |
| Q2 2022 | $5,672,000 | +251.0% | 29,594 | +255.7% | 0.00% | – |
| Q1 2022 | $1,616,000 | +190.6% | 8,319 | +174.0% | 0.00% | – |
| Q3 2021 | $556,000 | -1.4% | 3,036 | 0.0% | 0.00% | – |
| Q2 2021 | $564,000 | +54.5% | 3,036 | +47.8% | 0.00% | – |
| Q1 2021 | $365,000 | +1.7% | 2,054 | +2.7% | 0.00% | – |
| Q4 2020 | $359,000 | +9.8% | 2,000 | 0.0% | 0.00% | – |
| Q3 2020 | $327,000 | -60.2% | 2,000 | -62.5% | 0.00% | – |
| Q2 2020 | $821,000 | +160.6% | 5,338 | +128.3% | 0.00% | – |
| Q1 2020 | $315,000 | -98.1% | 2,338 | -97.7% | 0.00% | -100.0% |
| Q4 2019 | $16,387,000 | -78.8% | 102,338 | -81.5% | 0.00% | -81.8% |
| Q3 2019 | $77,247,000 | +236.2% | 552,338 | +262.6% | 0.02% | +214.3% |
| Q2 2019 | $22,976,000 | +6282.2% | 152,338 | +6415.7% | 0.01% | – |
| Q1 2019 | $360,000 | -48.4% | 2,338 | -49.3% | 0.00% | – |
| Q2 2018 | $698,000 | +2.5% | 4,613 | 0.0% | 0.00% | – |
| Q1 2018 | $681,000 | -4.4% | 4,613 | 0.0% | 0.00% | – |
| Q4 2017 | $712,000 | -19.1% | 4,613 | -18.0% | 0.00% | – |
| Q3 2017 | $880,000 | -89.8% | 5,626 | -89.9% | 0.00% | -100.0% |
| Q2 2017 | $8,630,000 | +1.4% | 55,626 | -1.4% | 0.00% | 0.0% |
| Q1 2017 | $8,513,000 | +4.9% | 56,400 | -1.7% | 0.00% | 0.0% |
| Q4 2016 | $8,115,000 | +7.7% | 57,382 | +13.8% | 0.00% | 0.0% |
| Q3 2016 | $7,538,000 | -48.1% | 50,444 | -49.9% | 0.00% | -60.0% |
| Q2 2016 | $14,531,000 | +5.5% | 100,630 | +0.1% | 0.01% | 0.0% |
| Q1 2016 | $13,775,000 | -65.9% | 100,561 | -59.8% | 0.01% | -61.5% |
| Q4 2015 | $40,445,000 | +443.0% | 250,141 | +397.1% | 0.01% | +333.3% |
| Q3 2015 | $7,448,000 | -17.4% | 50,317 | -2.5% | 0.00% | 0.0% |
| Q2 2015 | $9,018,000 | +4.1% | 51,582 | +2.7% | 0.00% | 0.0% |
| Q1 2015 | $8,664,000 | +12.0% | 50,248 | -1.7% | 0.00% | +50.0% |
| Q4 2014 | $7,736,000 | +37.8% | 51,094 | +27.7% | 0.00% | 0.0% |
| Q3 2014 | $5,615,000 | -1.6% | 40,005 | -5.3% | 0.00% | 0.0% |
| Q2 2014 | $5,709,000 | +67.1% | 42,259 | +56.7% | 0.00% | +100.0% |
| Q1 2014 | $3,416,000 | +141.2% | 26,964 | +124.8% | 0.00% | – |
| Q4 2013 | $1,416,000 | +249.6% | 11,992 | +215.2% | 0.00% | – |
| Q3 2013 | $405,000 | -80.0% | 3,804 | -84.0% | 0.00% | -100.0% |
| Q4 2012 | $2,022,000 | +576.3% | 23,782 | +612.2% | 0.00% | – |
| Q3 2012 | $299,000 | -44.9% | 3,339 | -46.8% | 0.00% | – |
| Q2 2012 | $543,000 | -27.4% | 6,274 | -30.4% | 0.00% | – |
| Q1 2012 | $748,000 | – | 9,009 | – | 0.00% | – |
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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% |