ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 126 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.43 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | -98.2% | 3 | -99.0% | 0.00% | -100.0% |
| Q3 2021 | $57,000 | 0.0% | 309 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $57,000 | -14.9% | 309 | -18.5% | 0.01% | -40.0% |
| Q1 2021 | $67,000 | -1.5% | 379 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $68,000 | +13.3% | 379 | +3.3% | 0.01% | -7.7% |
| Q3 2020 | $60,000 | +1.7% | 367 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $59,000 | +96.7% | 367 | +83.5% | 0.01% | +62.5% |
| Q1 2020 | $30,000 | – | 200 | +6566.7% | 0.01% | – |
| Q4 2019 | $0 | – | 3 | – | 0.00% | – |
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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% |