ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 64 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $1,178,000 | -16.9% | 7,676 | -14.7% | 0.12% | +50.6% |
| Q3 2017 | $1,418,000 | +4.6% | 8,995 | +4.2% | 0.08% | -3.6% |
| Q2 2017 | $1,356,000 | +2.0% | 8,636 | -1.9% | 0.08% | -7.7% |
| Q1 2017 | $1,329,000 | +1.9% | 8,802 | -4.6% | 0.09% | -7.1% |
| Q4 2016 | $1,304,000 | -5.2% | 9,223 | -0.5% | 0.10% | -6.7% |
| Q3 2016 | $1,375,000 | +4.2% | 9,266 | -0.5% | 0.10% | -2.8% |
| Q2 2016 | $1,319,000 | +13.6% | 9,315 | +11.8% | 0.11% | -0.9% |
| Q1 2016 | $1,161,000 | -11.8% | 8,331 | +1.2% | 0.11% | -34.3% |
| Q4 2015 | $1,317,000 | +5.6% | 8,231 | -2.1% | 0.17% | +16.1% |
| Q3 2015 | $1,247,000 | +15.4% | 8,411 | +36.4% | 0.14% | +12.6% |
| Q2 2015 | $1,081,000 | +9.9% | 6,165 | +9.6% | 0.13% | +6.7% |
| Q1 2015 | $984,000 | +57.4% | 5,626 | +39.8% | 0.12% | +45.1% |
| Q4 2014 | $625,000 | -45.6% | 4,025 | -51.4% | 0.08% | -50.3% |
| Q2 2014 | $1,149,000 | +27.7% | 8,275 | +10.3% | 0.16% | -1.2% |
| Q1 2014 | $900,000 | +9.6% | 7,500 | +9.5% | 0.17% | +13.6% |
| Q4 2013 | $821,000 | +10.2% | 6,850 | 0.0% | 0.15% | -16.9% |
| Q3 2013 | $745,000 | +12.0% | 6,850 | +3.0% | 0.18% | +23.8% |
| Q2 2013 | $665,000 | – | 6,650 | – | 0.14% | – |
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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% |