ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 136 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $983,857 | -2.3% | 14,835 | 0.0% | 0.66% | -7.0% |
| Q1 2024 | $1,007,222 | +8.8% | 14,835 | +197.0% | 0.71% | -5.0% |
| Q4 2023 | $926,083 | +4.1% | 4,995 | -0.6% | 0.75% | -8.6% |
| Q3 2023 | $889,328 | -5.9% | 5,025 | -4.7% | 0.82% | -9.6% |
| Q2 2023 | $944,805 | +7.3% | 5,275 | +5.0% | 0.90% | -0.4% |
| Q1 2023 | $880,766 | -10.9% | 5,025 | -5.7% | 0.91% | -4.9% |
| Q4 2022 | $989,035 | – | 5,330 | – | 0.96% | – |
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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% |