ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 100 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.00 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $74,000 | 0.0% | 414 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $74,000 | +8.8% | 414 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $68,000 | +6.2% | 414 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $64,000 | +6.7% | 414 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $60,000 | -13.0% | 414 | -3.5% | 0.01% | -14.3% |
| Q4 2019 | $69,000 | +15.0% | 429 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $60,000 | -3.2% | 429 | +3.6% | 0.01% | 0.0% |
| Q2 2019 | $62,000 | -3.1% | 414 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $64,000 | +10.3% | 414 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $58,000 | -7.9% | 414 | 0.0% | 0.01% | -11.1% |
| Q3 2018 | $63,000 | -7.4% | 414 | 0.0% | 0.01% | -10.0% |
| Q2 2018 | $68,000 | +11.5% | 414 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $61,000 | -4.7% | 414 | 0.0% | 0.01% | -9.1% |
| Q4 2017 | $64,000 | -1.5% | 414 | 0.0% | 0.01% | -26.7% |
| Q3 2017 | $65,000 | – | 414 | – | 0.02% | – |
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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% |