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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,864 | -2.9% | 74 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $13,254 | -1.9% | 74 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $13,508 | -1.9% | 74 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13,774 | +6.0% | 74 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | -7.1% | 74 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $14,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $14,000 | -64.1% | 74 | -64.9% | 0.00% | -75.0% |
| Q2 2021 | $39,000 | +5.4% | 211 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $37,000 | -2.6% | 211 | +0.5% | 0.00% | -20.0% |
| Q4 2020 | $38,000 | +11.8% | 210 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $34,000 | +6.2% | 210 | +0.5% | 0.01% | 0.0% |
| Q2 2020 | $32,000 | +14.3% | 209 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $28,000 | -15.2% | 209 | +0.5% | 0.01% | 0.0% |
| Q4 2019 | $33,000 | +13.8% | 208 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $29,000 | -6.5% | 208 | +0.5% | 0.01% | -16.7% |
| Q2 2019 | $31,000 | +6.9% | 207 | +8.4% | 0.01% | -14.3% |
| Q1 2019 | $29,000 | +52.6% | 191 | +44.7% | 0.01% | +40.0% |
| Q4 2018 | $19,000 | -13.6% | 132 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $22,000 | +10.0% | 132 | +0.8% | 0.01% | 0.0% |
| Q2 2018 | $20,000 | +5.3% | 131 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $19,000 | -5.0% | 131 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $20,000 | 0.0% | 131 | +0.8% | 0.01% | -37.5% |
| Q3 2017 | $20,000 | – | 130 | – | 0.01% | – |
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% |