ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 102 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,304,249 | +3.9% | 19,666 | +6.4% | 0.02% | +7.1% |
| Q1 2024 | $1,255,107 | +9.9% | 18,486 | +200.0% | 0.01% | 0.0% |
| Q4 2023 | $1,142,443 | -5.3% | 6,162 | -9.6% | 0.01% | -6.7% |
| Q3 2023 | $1,205,769 | +6.0% | 6,813 | +7.3% | 0.02% | -21.1% |
| Q2 2023 | $1,136,993 | +1.1% | 6,348 | -1.1% | 0.02% | 0.0% |
| Q1 2023 | $1,124,928 | -6.6% | 6,418 | -0.8% | 0.02% | -17.4% |
| Q4 2022 | $1,203,891 | +13.3% | 6,468 | +3.2% | 0.02% | -4.2% |
| Q3 2022 | $1,063,000 | -12.5% | 6,268 | -0.8% | 0.02% | -7.7% |
| Q2 2022 | $1,215,000 | -1.5% | 6,318 | -0.5% | 0.03% | +52.9% |
| Q1 2022 | $1,233,000 | -1.4% | 6,350 | +1.4% | 0.02% | -48.5% |
| Q4 2021 | $1,250,000 | +7.0% | 6,260 | -1.9% | 0.03% | +13.8% |
| Q3 2021 | $1,168,000 | +17.9% | 6,379 | +19.5% | 0.03% | -17.1% |
| Q2 2021 | $991,000 | – | 5,337 | – | 0.04% | – |
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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% |