ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 98 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,234 | -1.2% | 1,380 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $247,172 | +2.2% | 1,380 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $241,882 | -5.8% | 1,380 | 0.0% | 0.02% | -11.8% |
| Q4 2022 | $256,859 | +9.8% | 1,380 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $234,000 | -11.4% | 1,380 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $264,000 | -1.5% | 1,380 | 0.0% | 0.02% | +12.5% |
| Q1 2022 | $268,000 | -2.5% | 1,380 | 0.0% | 0.02% | -5.9% |
| Q4 2021 | $275,000 | +8.7% | 1,380 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $253,000 | -1.2% | 1,380 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $256,000 | +4.5% | 1,380 | 0.0% | 0.02% | -10.5% |
| Q1 2021 | $245,000 | -1.2% | 1,380 | 0.0% | 0.02% | -9.5% |
| Q4 2020 | $248,000 | +9.7% | 1,380 | 0.0% | 0.02% | +5.0% |
| Q3 2020 | $226,000 | +6.6% | 1,380 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $212,000 | -4.1% | 1,380 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $221,000 | +6.2% | 1,380 | 0.0% | 0.02% | -4.8% |
| Q2 2019 | $208,000 | -1.9% | 1,380 | 0.0% | 0.02% | -12.5% |
| Q1 2019 | $212,000 | -8.2% | 1,380 | 0.0% | 0.02% | -61.9% |
| Q3 2018 | $231,000 | – | 1,380 | – | 0.06% | – |
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% |