ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 87 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.27 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,412 | -1.2% | 161 | 0.0% | 0.00% | – |
| Q2 2023 | $28,754 | -96.2% | 161 | -96.2% | 0.00% | -100.0% |
| Q1 2023 | $747,556 | -8.6% | 4,265 | -2.9% | 0.00% | -25.0% |
| Q4 2022 | $817,669 | +9.8% | 4,393 | +0.0% | 0.00% | +33.3% |
| Q3 2022 | $745,000 | -8.8% | 4,392 | +3.0% | 0.00% | -25.0% |
| Q2 2022 | $817,000 | +1308.6% | 4,263 | +1321.0% | 0.00% | – |
| Q1 2022 | $58,000 | +205.3% | 300 | +114.3% | 0.00% | – |
| Q1 2020 | $19,000 | -13.6% | 140 | 0.0% | 0.00% | – |
| Q4 2019 | $22,000 | +10.0% | 140 | 0.0% | 0.00% | – |
| Q3 2019 | $20,000 | -4.8% | 140 | 0.0% | 0.00% | – |
| Q2 2019 | $21,000 | -4.5% | 140 | 0.0% | 0.00% | – |
| Q1 2019 | $22,000 | +4.8% | 140 | 0.0% | 0.00% | – |
| Q4 2018 | $21,000 | -94.7% | 140 | -94.6% | 0.00% | -100.0% |
| Q4 2014 | $393,000 | +8.0% | 2,600 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $364,000 | +3.7% | 2,600 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $351,000 | +6.7% | 2,600 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $329,000 | +7.2% | 2,600 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $307,000 | +11.2% | 2,600 | 0.0% | 0.00% | – |
| Q3 2013 | $276,000 | +6.6% | 2,600 | 0.0% | 0.00% | -100.0% |
| Q2 2013 | $259,000 | – | 2,600 | – | 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% |