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 | $53,094 | -1.2% | 300 | 0.0% | 0.00% | -20.0% |
| Q2 2023 | $53,733 | +2.2% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $52,583 | -5.8% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $55,839 | +9.5% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $51,000 | -10.5% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $57,000 | +26.7% | 300 | 0.0% | 0.01% | -16.7% |
| Q1 2017 | $45,000 | +7.1% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $42,000 | -6.7% | 300 | 0.0% | 0.01% | -14.3% |
| Q3 2016 | $45,000 | +4.7% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $43,000 | – | 300 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SOUTHERN CAPITAL ADVISORS, LLC | 5,335 | $1,036,000 | 0.71% |
| MURPHY CAPITAL MANAGEMENT INC | 17,625 | $3,423,000 | 0.40% |
| RWA WEALTH PARTNERS, LLC | 28,466 | $5,530,000 | 0.36% |
| CAHILL FINANCIAL ADVISORS INC | 7,106 | $1,380,000 | 0.26% |
| Family Firm, Inc. | 4,008 | $779,000 | 0.20% |
| AFT, FORSYTH & COMPANY, INC. | 1,341 | $261,000 | 0.17% |
| Asset Management Group, Inc. | 4,024 | $782,000 | 0.16% |
| Concorde Asset Management, LLC | 1,060 | $206,000 | 0.14% |
| Raab & Moskowitz Asset Management LLC | 1,572 | $305,000 | 0.10% |
| PATTEN & PATTEN INC/TN | 6,003 | $1,166,000 | 0.08% |