ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 86 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $343,000 | -79.5% | 2,563 | -78.9% | 0.03% | -78.1% |
| Q4 2015 | $1,675,000 | -30.8% | 12,175 | -19.4% | 0.14% | -38.3% |
| Q3 2015 | $2,419,000 | +29.6% | 15,100 | +41.7% | 0.22% | +32.1% |
| Q2 2015 | $1,867,000 | +168.6% | 10,659 | +160.4% | 0.17% | +171.0% |
| Q1 2015 | $695,000 | -99.9% | 4,094 | -13.1% | 0.06% | +21.6% |
| Q4 2014 | $722,491,000 | +110204.0% | 4,712 | +2.2% | 0.05% | +2.0% |
| Q3 2014 | $655,000 | +4.0% | 4,612 | -1.1% | 0.05% | +2.0% |
| Q2 2014 | $630,000 | +9.4% | 4,662 | +3.2% | 0.05% | -2.0% |
| Q1 2014 | $576,000 | +8.1% | 4,518 | 0.0% | 0.05% | +4.2% |
| Q4 2013 | $533,000 | +31.0% | 4,518 | +19.1% | 0.05% | +20.0% |
| Q3 2013 | $407,000 | +23.7% | 3,792 | +14.0% | 0.04% | -2.4% |
| Q2 2013 | $329,000 | – | 3,325 | – | 0.04% | – |
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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% |