ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 77 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $241,933 | -1.2% | 1,367 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $244,843 | +2.2% | 1,367 | 0.0% | 0.03% | +12.0% |
| Q1 2023 | $239,603 | +94231.9% | 1,367 | 0.0% | 0.02% | -7.4% |
| Q4 2022 | $254 | -99.9% | 1,367 | 0.0% | 0.03% | -3.6% |
| Q3 2022 | $232,000 | -11.5% | 1,367 | 0.0% | 0.03% | -3.4% |
| Q2 2022 | $262,000 | -46.1% | 1,367 | -44.6% | 0.03% | +20.8% |
| Q1 2022 | $486,000 | +120.9% | 2,467 | +124.3% | 0.02% | +9.1% |
| Q4 2021 | $220,000 | +9.5% | 1,100 | 0.0% | 0.02% | -4.3% |
| Q3 2021 | $201,000 | -1.5% | 1,100 | 0.0% | 0.02% | -23.3% |
| Q2 2021 | $204,000 | -1.4% | 1,100 | -21.4% | 0.03% | -26.8% |
| Q1 2018 | $207,000 | -7.2% | 1,400 | -14.1% | 0.04% | -25.5% |
| Q1 2016 | $223,000 | -15.5% | 1,630 | 0.0% | 0.06% | -12.7% |
| Q4 2015 | $264,000 | +9.5% | 1,630 | 0.0% | 0.06% | 0.0% |
| Q3 2015 | $241,000 | +6.6% | 1,630 | +26.4% | 0.06% | +8.6% |
| Q2 2015 | $226,000 | +1.8% | 1,290 | 0.0% | 0.06% | +1.8% |
| Q1 2015 | $222,000 | -16.9% | 1,290 | -26.9% | 0.06% | -18.6% |
| Q4 2014 | $267,000 | +7.7% | 1,764 | 0.0% | 0.07% | -5.4% |
| Q3 2014 | $248,000 | +4.2% | 1,764 | 0.0% | 0.07% | +4.2% |
| Q2 2014 | $238,000 | +6.7% | 1,764 | 0.0% | 0.07% | -2.7% |
| Q1 2014 | $223,000 | +7.2% | 1,764 | 0.0% | 0.07% | +4.3% |
| Q4 2013 | $208,000 | – | 1,764 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Partners Group, Inc | 14,142 | $2,141,000 | 1.57% |
| ARS Wealth Advisors, LLC | 28,116 | $4,256,000 | 1.53% |
| Karp Capital Management Corp | 20,120 | $3,045,000 | 1.20% |
| MURPHY CAPITAL MANAGEMENT INC | 27,167 | $4,112,000 | 0.59% |
| CAHILL FINANCIAL ADVISORS INC | 7,079 | $1,072,000 | 0.50% |
| Asset Management Group, Inc. | 6,305 | $954,000 | 0.33% |
| Pratt Collard Advisory Partners LLC | 2,300 | $348,000 | 0.30% |
| PACIFIC SUN FINANCIAL CORP | 1,565 | $259,000 | 0.27% |
| Matthew Goff Investment Advisor, LLC | 5,782 | $678,000 | 0.26% |
| Raab & Moskowitz Asset Management LLC | 3,480 | $526,000 | 0.25% |