ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 64 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $1,278,000 | +31.5% | 7,903 | +42.1% | 1.48% | +102.6% |
| Q2 2015 | $972,000 | -11.4% | 5,562 | -12.6% | 0.73% | -12.2% |
| Q1 2015 | $1,097,000 | +11.6% | 6,364 | -2.0% | 0.83% | +20.6% |
| Q4 2014 | $983,000 | -0.4% | 6,492 | -7.7% | 0.69% | -13.0% |
| Q3 2014 | $987,000 | +54.2% | 7,033 | +48.4% | 0.79% | +8.6% |
| Q2 2014 | $640,000 | -28.7% | 4,740 | -33.1% | 0.73% | -6.3% |
| Q1 2014 | $898,000 | +5.5% | 7,089 | -1.7% | 0.78% | +9.9% |
| Q4 2013 | $851,000 | +31.1% | 7,209 | +18.2% | 0.71% | -6.5% |
| Q3 2013 | $649,000 | +63.9% | 6,099 | +53.5% | 0.76% | +25.7% |
| Q2 2013 | $396,000 | – | 3,974 | – | 0.60% | – |
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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% |