ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 108 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $364,806 | -90.1% | 1,916 | -90.7% | 0.00% | -100.0% |
| Q2 2023 | $3,686,315 | +749.7% | 20,532 | +786.5% | 0.00% | – |
| Q4 2022 | $433,856 | -14.3% | 2,316 | -18.0% | 0.00% | – |
| Q3 2022 | $506,000 | +27.1% | 2,826 | +39.1% | 0.00% | – |
| Q2 2022 | $398,000 | +30.1% | 2,031 | +30.8% | 0.00% | – |
| Q1 2022 | $306,000 | -4.1% | 1,553 | -2.5% | 0.00% | – |
| Q4 2021 | $319,000 | +1.6% | 1,593 | 0.0% | 0.00% | – |
| Q3 2021 | $314,000 | -11.0% | 1,593 | -15.8% | 0.00% | – |
| Q2 2021 | $353,000 | +26.5% | 1,893 | +18.5% | 0.00% | – |
| Q1 2021 | $279,000 | -10.3% | 1,598 | -5.0% | 0.00% | – |
| Q4 2020 | $311,000 | -14.8% | 1,682 | -23.8% | 0.00% | – |
| Q3 2020 | $365,000 | -10.3% | 2,207 | -16.2% | 0.00% | – |
| Q2 2020 | $407,000 | +30.9% | 2,635 | +12.8% | 0.00% | – |
| Q1 2020 | $311,000 | -6.0% | 2,335 | +12.8% | 0.00% | – |
| Q4 2019 | $331,000 | +14.5% | 2,070 | 0.0% | 0.00% | – |
| Q3 2019 | $289,000 | -7.4% | 2,070 | 0.0% | 0.00% | – |
| Q2 2019 | $312,000 | -5.5% | 2,070 | -3.5% | 0.00% | – |
| Q1 2019 | $330,000 | +9.3% | 2,145 | 0.0% | 0.00% | – |
| Q4 2018 | $302,000 | -25.8% | 2,145 | -11.6% | 0.00% | – |
| Q3 2018 | $407,000 | +10.9% | 2,427 | 0.0% | 0.00% | – |
| Q2 2018 | $367,000 | -13.0% | 2,427 | -15.1% | 0.00% | – |
| Q1 2018 | $422,000 | -6.4% | 2,860 | -2.1% | 0.00% | – |
| Q4 2017 | $451,000 | -0.9% | 2,920 | +0.3% | 0.00% | – |
| Q3 2017 | $455,000 | -3.2% | 2,910 | -4.0% | 0.00% | – |
| Q2 2017 | $470,000 | -1.1% | 3,030 | -3.7% | 0.00% | – |
| Q1 2017 | $475,000 | +23.4% | 3,145 | +14.2% | 0.00% | – |
| Q4 2016 | $385,000 | -43.5% | 2,753 | -39.7% | 0.00% | -100.0% |
| Q3 2016 | $682,000 | -32.1% | 4,563 | -34.4% | 0.00% | 0.0% |
| Q2 2016 | $1,005,000 | +8.2% | 6,961 | +2.6% | 0.00% | 0.0% |
| Q1 2016 | $929,000 | -14.8% | 6,784 | +0.6% | 0.00% | 0.0% |
| Q4 2015 | $1,090,000 | -48.6% | 6,741 | -52.9% | 0.00% | -66.7% |
| Q3 2015 | $2,120,000 | +81.0% | 14,325 | +113.9% | 0.00% | +200.0% |
| Q2 2015 | $1,171,000 | -97.9% | 6,698 | -97.9% | 0.00% | -98.4% |
| Q1 2015 | $54,813,000 | +6107.6% | 317,905 | +5352.9% | 0.06% | +6200.0% |
| Q4 2014 | $883,000 | -92.9% | 5,830 | -93.4% | 0.00% | -92.9% |
| Q3 2014 | $12,409,000 | +6.8% | 88,417 | +2.8% | 0.01% | +7.7% |
| Q2 2014 | $11,622,000 | +10.9% | 86,022 | +4.0% | 0.01% | -7.1% |
| Q1 2014 | $10,484,000 | +64.4% | 82,750 | +53.2% | 0.01% | +55.6% |
| Q4 2013 | $6,379,000 | +118.6% | 54,016 | +97.0% | 0.01% | +80.0% |
| Q3 2013 | $2,918,000 | +11.5% | 27,424 | +4.4% | 0.01% | 0.0% |
| Q2 2013 | $2,617,000 | – | 26,259 | – | 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% |