ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 94 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.26 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $661,344 | -1.9% | 9,972 | +0.4% | 0.15% | -10.4% |
| Q1 2024 | $674,053 | +5.5% | 9,928 | +188.1% | 0.16% | -0.6% |
| Q4 2023 | $638,878 | +8.2% | 3,446 | +3.3% | 0.16% | -0.6% |
| Q3 2023 | $590,237 | -5.1% | 3,335 | -4.0% | 0.17% | +1.2% |
| Q2 2023 | $622,111 | -2.2% | 3,473 | -4.3% | 0.16% | -6.8% |
| Q1 2023 | $636,129 | -1.4% | 3,629 | +4.7% | 0.18% | -6.9% |
| Q4 2022 | $644,948 | -1.4% | 3,465 | -10.2% | 0.19% | -9.6% |
| Q3 2022 | $654,000 | -12.8% | 3,858 | -1.4% | 0.21% | -5.4% |
| Q2 2022 | $750,000 | -3.7% | 3,913 | -2.4% | 0.22% | +8.3% |
| Q1 2022 | $779,000 | -18.2% | 4,008 | -16.0% | 0.20% | -17.1% |
| Q4 2021 | $952,000 | +7.6% | 4,769 | +0.4% | 0.25% | +5.6% |
| Q3 2021 | $885,000 | +18.0% | 4,750 | +17.6% | 0.23% | +14.2% |
| Q2 2021 | $750,000 | +9.8% | 4,039 | +5.1% | 0.20% | +3.6% |
| Q1 2021 | $683,000 | -3.3% | 3,844 | +0.0% | 0.20% | -6.2% |
| Q4 2020 | $706,000 | +9.1% | 3,843 | -2.8% | 0.21% | -9.5% |
| Q3 2020 | $647,000 | +6.8% | 3,954 | +0.5% | 0.23% | +2.2% |
| Q2 2020 | $606,000 | +27.3% | 3,936 | +11.2% | 0.23% | +11.8% |
| Q1 2020 | $476,000 | -16.0% | 3,538 | 0.0% | 0.20% | +5.7% |
| Q4 2019 | $567,000 | +13.2% | 3,538 | -1.3% | 0.19% | +7.9% |
| Q3 2019 | $501,000 | +21.3% | 3,583 | +30.9% | 0.18% | +21.9% |
| Q2 2019 | $413,000 | +13.2% | 2,738 | +15.4% | 0.15% | +9.8% |
| Q1 2019 | $365,000 | +33.2% | 2,373 | +21.9% | 0.13% | +20.9% |
| Q4 2018 | $274,000 | -15.7% | 1,947 | +0.5% | 0.11% | -6.8% |
| Q3 2018 | $325,000 | +15.2% | 1,938 | +3.9% | 0.12% | +11.3% |
| Q2 2018 | $282,000 | -20.8% | 1,866 | -22.7% | 0.11% | -23.7% |
| Q1 2018 | $356,000 | +31.4% | 2,415 | +37.5% | 0.14% | +28.7% |
| Q4 2017 | $271,000 | – | 1,757 | – | 0.11% | – |
Download | ||||||
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% |