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 | $823,035 | -2.8% | 4,650 | -1.6% | 0.00% | 0.0% |
| Q2 2023 | $846,728 | -5.3% | 4,727 | -7.4% | 0.00% | -50.0% |
| Q1 2023 | $894,502 | +41.8% | 5,103 | +50.5% | 0.00% | +100.0% |
| Q4 2022 | $630,944 | +9.7% | 3,390 | +0.1% | 0.00% | 0.0% |
| Q3 2022 | $575,000 | -8.7% | 3,388 | +3.1% | 0.00% | 0.0% |
| Q2 2022 | $630,000 | +3.6% | 3,286 | +5.0% | 0.00% | 0.0% |
| Q1 2022 | $608,000 | -3.6% | 3,130 | -0.9% | 0.00% | 0.0% |
| Q4 2021 | $631,000 | -45.9% | 3,157 | -50.5% | 0.00% | -50.0% |
| Q3 2021 | $1,167,000 | +3.4% | 6,375 | +4.8% | 0.00% | 0.0% |
| Q2 2021 | $1,129,000 | -11.7% | 6,082 | -15.5% | 0.00% | 0.0% |
| Q1 2021 | $1,278,000 | -1.5% | 7,197 | -0.5% | 0.00% | 0.0% |
| Q4 2020 | $1,298,000 | +23.9% | 7,232 | +12.9% | 0.00% | 0.0% |
| Q3 2020 | $1,048,000 | +35.6% | 6,406 | +27.4% | 0.00% | 0.0% |
| Q2 2020 | $773,000 | +8.7% | 5,027 | -4.8% | 0.00% | 0.0% |
| Q1 2020 | $711,000 | -11.3% | 5,283 | +5.5% | 0.00% | 0.0% |
| Q4 2019 | $802,000 | – | 5,009 | – | 0.00% | – |
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% |