ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 122 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $99,890 | -1.2% | 564 | 0.0% | 0.06% | +3.4% |
Q2 2023 | $101,092 | +2.5% | 564 | +0.2% | 0.06% | -6.3% |
Q1 2023 | $98,601 | -5.5% | 563 | +0.5% | 0.06% | -18.2% |
Q4 2022 | $104,303 | +11.0% | 560 | +1.3% | 0.08% | +11.6% |
Q3 2022 | $94,000 | -11.3% | 553 | 0.0% | 0.07% | -6.8% |
Q2 2022 | $106,000 | -0.9% | 553 | +0.4% | 0.07% | +17.5% |
Q1 2022 | $107,000 | -6.1% | 551 | -3.2% | 0.06% | 0.0% |
Q4 2021 | $114,000 | +10.7% | 569 | +0.7% | 0.06% | +1.6% |
Q3 2021 | $103,000 | -1.9% | 565 | 0.0% | 0.06% | -1.6% |
Q2 2021 | $105,000 | +5.0% | 565 | +0.7% | 0.06% | -6.0% |
Q1 2021 | $100,000 | -1.0% | 561 | 0.0% | 0.07% | -8.2% |
Q4 2020 | $101,000 | +9.8% | 561 | +0.2% | 0.07% | -3.9% |
Q3 2020 | $92,000 | +76.9% | 560 | +65.7% | 0.08% | +55.1% |
Q2 2020 | $52,000 | +15.6% | 338 | +0.6% | 0.05% | -5.8% |
Q1 2020 | $45,000 | -16.7% | 336 | 0.0% | 0.05% | +2.0% |
Q4 2019 | $54,000 | – | 336 | – | 0.05% | – |
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% |