ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 108 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.46 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $234,443 | -1.2% | 1,325 | 0.0% | 0.17% | +2.4% |
Q2 2023 | $237,264 | +2.4% | 1,325 | +0.2% | 0.17% | -6.1% |
Q1 2023 | $231,724 | -6.8% | 1,322 | -1.0% | 0.18% | -15.6% |
Q4 2022 | $248,670 | +9.1% | 1,336 | -0.6% | 0.21% | +4.4% |
Q3 2022 | $228,000 | -11.6% | 1,344 | 0.0% | 0.20% | -2.4% |
Q2 2022 | $258,000 | -1.1% | 1,344 | +0.2% | 0.21% | +25.3% |
Q1 2022 | $261,000 | -2.2% | 1,341 | +0.2% | 0.17% | +21.2% |
Q4 2021 | $267,000 | +10.3% | 1,338 | +1.1% | 0.14% | +5.4% |
Q3 2021 | $242,000 | -1.6% | 1,323 | 0.0% | 0.13% | -0.8% |
Q2 2021 | $246,000 | +13.9% | 1,323 | +8.7% | 0.13% | +0.8% |
Q1 2021 | $216,000 | -0.9% | 1,217 | 0.0% | 0.13% | -4.4% |
Q4 2020 | $218,000 | +0.5% | 1,217 | -10.4% | 0.14% | -18.1% |
Q4 2019 | $217,000 | 0.0% | 1,358 | -5.6% | 0.17% | -7.3% |
Q2 2019 | $217,000 | -15.2% | 1,438 | -13.5% | 0.18% | -19.4% |
Q1 2019 | $256,000 | +3.6% | 1,662 | -5.1% | 0.22% | -9.8% |
Q4 2018 | $247,000 | +16.5% | 1,752 | +38.8% | 0.25% | +39.8% |
Q3 2018 | $212,000 | +3.4% | 1,262 | -9.0% | 0.18% | -7.9% |
Q1 2018 | $205,000 | -4.2% | 1,387 | 0.0% | 0.19% | -8.6% |
Q4 2017 | $214,000 | +239.7% | 1,387 | +133.1% | 0.21% | +154.9% |
Q3 2013 | $63,000 | +215.0% | 595 | +197.5% | 0.08% | +182.8% |
Q2 2013 | $20,000 | – | 200 | – | 0.03% | – |
Download |
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% |