ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 91 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.31 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $922,000 | +138.9% | 13,904 | +144.2% | 0.00% | 0.0% |
| Q1 2024 | $386,000 | +6.9% | 5,694 | +192.6% | 0.00% | 0.0% |
| Q4 2023 | $361,000 | +5.2% | 1,946 | +0.3% | 0.00% | 0.0% |
| Q3 2023 | $343,000 | +34.5% | 1,941 | +36.5% | 0.00% | 0.0% |
| Q2 2023 | $255,000 | +26.2% | 1,422 | +24.6% | 0.00% | – |
| Q1 2023 | $202,000 | -14.0% | 1,141 | -9.8% | 0.00% | -100.0% |
| Q4 2022 | $235,000 | -5.2% | 1,265 | -21.4% | 0.00% | -50.0% |
| Q1 2019 | $248,000 | – | 1,609 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARS Wealth Advisors, LLC | 65,236 | $10,071,000 | 3.74% |
| Clal Insurance Enterprises Holdings Ltd | 750,000 | $115,785,000 | 3.05% |
| Financial Partners Group, Inc | 18,547 | $2,863,000 | 2.26% |
| CAHILL FINANCIAL ADVISORS INC | 7,843 | $1,211,000 | 0.61% |
| MURPHY CAPITAL MANAGEMENT INC | 28,157 | $4,346,000 | 0.60% |
| Asset Management Group, Inc. | 6,282 | $970,000 | 0.35% |
| SPINNAKER TRUST | 16,839 | $2,599,000 | 0.30% |
| Pratt Collard Advisory Partners LLC | 2,300 | $355,000 | 0.29% |
| Round Table Services, LLC | 5,360 | $827,000 | 0.29% |
| Raab & Moskowitz Asset Management LLC | 3,540 | $546,000 | 0.26% |