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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $447 | -5.9% | 2,555 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $475 | -99.9% | 2,552 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $432,000 | -11.8% | 2,552 | -0.2% | 0.00% | -33.3% |
| Q2 2022 | $490,000 | -1.2% | 2,557 | +0.0% | 0.00% | +50.0% |
| Q1 2022 | $496,000 | -2.6% | 2,556 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $509,000 | -1.5% | 2,551 | -9.6% | 0.00% | -33.3% |
| Q3 2021 | $517,000 | -2.5% | 2,823 | -1.1% | 0.00% | 0.0% |
| Q2 2021 | $530,000 | +41.3% | 2,855 | +34.9% | 0.00% | 0.0% |
| Q1 2021 | $375,000 | -0.5% | 2,116 | +0.6% | 0.00% | 0.0% |
| Q4 2020 | $377,000 | +9.9% | 2,103 | +0.1% | 0.00% | 0.0% |
| Q3 2020 | $343,000 | – | 2,101 | – | 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% |