ISHARES U S ETF TR (IEHS)
Institutional ownership reported to the SEC as of Q3 2022, across 16 quarters.
2
Reporting holders
$967.0K
Reported value
0.0%
Held as options
-20
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WealthBridge Capital Management, LLC | $960.0K | 24,990 | 0.41% | 11q | HELD |
| IFP Advisors, Inc | $7.0K | 260 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2022 | 2 | $967.0K | 25,250 | 0 | 0 | 0 | 0.0% |
| Q2 2022 | 22 | $6.6M | 170,714 | 3 | 2 | 3 | 0.0% |
| Q1 2022 | 22 | $8.9M | 203,211 | 9 | 3 | 6 | 0.0% |
| Q4 2021 | 14 | $5.1M | 112,068 | 5 | 5 | 1 | 0.0% |
| Q3 2021 | 9 | $3.5M | 83,516 | 1 | 1 | 3 | 0.0% |
| Q2 2021 | 12 | $7.2M | 173,923 | 4 | 3 | 3 | 0.0% |
| Q1 2021 | 10 | $6.2M | 159,009 | 6 | 2 | 0 | 0.0% |
| Q4 2020 | 5 | $2.2M | 59,992 | 2 | 1 | 1 | 0.0% |
| Q3 2020 | 9 | $3.9M | 114,579 | 2 | 3 | 3 | 0.0% |
| Q2 2020 | 11 | $3.6M | 115,956 | 3 | 5 | 1 | 0.0% |
| Q1 2020 | 10 | $2.6M | 96,739 | 7 | 0 | 0 | 0.0% |
| Q4 2019 | 7 | $3.4M | 106,753 | 2 | 2 | 1 | 0.0% |
| Q3 2019 | 6 | $3.4M | 118,033 | 1 | 2 | 1 | 0.0% |
| Q2 2019 | 6 | $4.0M | 135,505 | 4 | 1 | 1 | 0.0% |
| Q1 2019 | 3 | $1.2M | 43,063 | 0 | 1 | 2 | 0.0% |
| Q4 2018 | 5 | $1.9M | 73,381 | 0 | 0 | 0 | 0.0% |