ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 93 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $48,000 | +4.3% | 260 | 0.0% | 0.03% | -6.1% |
| Q1 2021 | $46,000 | -2.1% | 260 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $47,000 | +34.3% | 260 | 0.0% | 0.03% | -8.3% |
| Q1 2020 | $35,000 | -16.7% | 260 | 0.0% | 0.04% | +12.5% |
| Q4 2019 | $42,000 | +16.7% | 260 | 0.0% | 0.03% | +10.3% |
| Q3 2019 | $36,000 | -7.7% | 260 | 0.0% | 0.03% | -14.7% |
| Q2 2019 | $39,000 | -2.5% | 260 | 0.0% | 0.03% | -10.5% |
| Q1 2019 | $40,000 | +8.1% | 260 | 0.0% | 0.04% | -2.6% |
| Q4 2018 | $37,000 | -22.9% | 260 | -8.5% | 0.04% | -2.5% |
| Q3 2018 | $48,000 | +11.6% | 284 | 0.0% | 0.04% | +5.3% |
| Q2 2018 | $43,000 | +2.4% | 284 | 0.0% | 0.04% | +8.6% |
| Q1 2018 | $42,000 | -4.5% | 284 | 0.0% | 0.04% | -2.8% |
| Q4 2017 | $44,000 | 0.0% | 284 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $44,000 | 0.0% | 284 | 0.0% | 0.04% | -7.7% |
| Q2 2017 | $44,000 | +2.3% | 284 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $43,000 | – | 284 | – | 0.04% | – |
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% |