SIGNATUREFD, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 100 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.58 and the average weighting 0.1%.

Quarter-by-quarter ownership
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$4,074
+174.7%
60
+650.0%
0.00%
Q4 2023$1,483
+4.7%
80.0%0.00%
Q3 2023$1,416
-1.2%
80.0%0.00%
Q2 2023$1,433
+36.2%
8
+33.3%
0.00%
Q1 2023$1,052
-86.8%
6
-88.0%
0.00%
Q3 2022$8,000
-20.0%
500.0%0.00%
Q2 2022$10,0000.0%500.0%0.00%
Q1 2022$10,0000.0%500.0%0.00%
Q4 2021$10,000
+11.1%
500.0%0.00%
Q3 2021$9,0000.0%500.0%0.00%
Q2 2021$9,0000.0%500.0%0.00%
Q1 2021$9,0000.0%500.0%0.00%
Q4 2020$9,000
+12.5%
500.0%0.00%
Q3 2020$8,0000.0%500.0%0.00%
Q2 2020$8,000
+14.3%
500.0%0.00%
-100.0%
Q1 2020$7,000
-12.5%
500.0%0.00%0.0%
Q4 2019$8,000
+14.3%
500.0%0.00%0.0%
Q3 2019$7,000
-12.5%
500.0%0.00%0.0%
Q2 2019$8,0000.0%500.0%0.00%0.0%
Q1 2019$8,000
+14.3%
500.0%0.00%0.0%
Q4 2018$7,000
-12.5%
500.0%0.00%0.0%
Q3 2018$8,0000.0%500.0%0.00%0.0%
Q2 2018$8,000
+14.3%
500.0%0.00%0.0%
Q1 2018$7,0000.0%500.0%0.00%0.0%
Q3 2016$7,000500.00%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
ARS Wealth Advisors, LLC 65,236$10,071,0003.74%
Clal Insurance Enterprises Holdings Ltd 750,000$115,785,0003.05%
Financial Partners Group, Inc 18,547$2,863,0002.26%
CAHILL FINANCIAL ADVISORS INC 7,843$1,211,0000.61%
MURPHY CAPITAL MANAGEMENT INC 28,157$4,346,0000.60%
Asset Management Group, Inc. 6,282$970,0000.35%
SPINNAKER TRUST 16,839$2,599,0000.30%
Pratt Collard Advisory Partners LLC 2,300$355,0000.29%
Round Table Services, LLC 5,360$827,0000.29%
Raab & Moskowitz Asset Management LLC 3,540$546,0000.26%
View complete list of ISHARES TR shareholders