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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,893,929 | -0.2% | 55,902 | +1.0% | 0.00% | 0.0% |
| Q2 2023 | $9,917,928 | -22.1% | 55,372 | -23.8% | 0.00% | 0.0% |
| Q1 2023 | $12,737,710 | -16.9% | 72,671 | -11.8% | 0.00% | -50.0% |
| Q4 2022 | $15,332,977 | +49.5% | 82,377 | +36.2% | 0.00% | +100.0% |
| Q3 2022 | $10,255,000 | -22.5% | 60,481 | -12.5% | 0.00% | -50.0% |
| Q2 2022 | $13,240,000 | +63.2% | 69,082 | +65.4% | 0.00% | +100.0% |
| Q1 2022 | $8,115,000 | -15.3% | 41,775 | -13.0% | 0.00% | 0.0% |
| Q4 2021 | $9,582,000 | +10.3% | 47,996 | +1.1% | 0.00% | 0.0% |
| Q3 2021 | $8,691,000 | +2.6% | 47,452 | +4.1% | 0.00% | 0.0% |
| Q2 2021 | $8,470,000 | +13.0% | 45,596 | +8.0% | 0.00% | 0.0% |
| Q1 2021 | $7,497,000 | -5.4% | 42,201 | -4.5% | 0.00% | 0.0% |
| Q4 2020 | $7,926,000 | +11.0% | 44,172 | +1.2% | 0.00% | 0.0% |
| Q3 2020 | $7,138,000 | +4.4% | 43,649 | -1.8% | 0.00% | -50.0% |
| Q2 2020 | $6,838,000 | +16.6% | 44,435 | +2.0% | 0.00% | 0.0% |
| Q1 2020 | $5,865,000 | -26.7% | 43,583 | -12.7% | 0.00% | 0.0% |
| Q4 2019 | $7,998,000 | +12.8% | 49,944 | -1.5% | 0.00% | 0.0% |
| Q3 2019 | $7,091,000 | -24.1% | 50,703 | -18.1% | 0.00% | 0.0% |
| Q2 2019 | $9,340,000 | -14.3% | 61,929 | -12.5% | 0.00% | -33.3% |
| Q1 2019 | $10,901,000 | +0.4% | 70,800 | -8.2% | 0.00% | 0.0% |
| Q4 2018 | $10,855,000 | -78.5% | 77,112 | -74.3% | 0.00% | -76.9% |
| Q3 2018 | $50,435,000 | +12.9% | 300,461 | +1.8% | 0.01% | +8.3% |
| Q2 2018 | $44,667,000 | +7.5% | 295,105 | +4.8% | 0.01% | 0.0% |
| Q1 2018 | $41,546,000 | +2.6% | 281,591 | +7.4% | 0.01% | +9.1% |
| Q4 2017 | $40,488,000 | -8.6% | 262,267 | -7.4% | 0.01% | -15.4% |
| Q3 2017 | $44,300,000 | +27.9% | 283,318 | +26.9% | 0.01% | +30.0% |
| Q2 2017 | $34,632,000 | -15.1% | 223,247 | -17.3% | 0.01% | +66.7% |
| Q1 2017 | $40,770,000 | -19.6% | 270,102 | -24.7% | 0.01% | -25.0% |
| Q4 2016 | $50,736,000 | +202.3% | 358,768 | +219.4% | 0.01% | +33.3% |
| Q3 2016 | $16,786,000 | -45.9% | 112,324 | -47.7% | 0.01% | -45.5% |
| Q2 2016 | $31,009,000 | +58.8% | 214,743 | +50.7% | 0.01% | +37.5% |
| Q1 2016 | $19,524,000 | -59.8% | 142,534 | -52.5% | 0.01% | -55.6% |
| Q4 2015 | $48,527,000 | +19.9% | 300,124 | +9.8% | 0.02% | +20.0% |
| Q3 2015 | $40,474,000 | -40.4% | 273,442 | -29.6% | 0.02% | -37.5% |
| Q2 2015 | $67,934,000 | +4.0% | 388,597 | +2.6% | 0.02% | 0.0% |
| Q1 2015 | $65,304,000 | +58.7% | 378,751 | +39.3% | 0.02% | +60.0% |
| Q4 2014 | $41,153,000 | +5.7% | 271,815 | -2.0% | 0.02% | 0.0% |
| Q3 2014 | $38,927,000 | +3.4% | 277,353 | -0.5% | 0.02% | 0.0% |
| Q2 2014 | $37,665,000 | +1.4% | 278,773 | -4.9% | 0.02% | -6.2% |
| Q1 2014 | $37,143,000 | +10.4% | 293,184 | +3.0% | 0.02% | +14.3% |
| Q4 2013 | $33,630,000 | +8.1% | 284,762 | -2.7% | 0.01% | -6.7% |
| Q3 2013 | $31,124,000 | +9.7% | 292,551 | +2.8% | 0.02% | +7.1% |
| Q2 2013 | $28,362,000 | – | 284,618 | – | 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% |