ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 93 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.74 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,049 | -1.2% | 441 | 0.0% | 0.00% | – |
| Q2 2023 | $78,988 | -37.1% | 441 | -38.4% | 0.00% | – |
| Q1 2023 | $125,498 | -5.8% | 716 | 0.0% | 0.00% | – |
| Q4 2022 | $133,269 | +10.1% | 716 | 0.0% | 0.00% | – |
| Q3 2022 | $121,000 | -11.7% | 716 | 0.0% | 0.00% | – |
| Q2 2022 | $137,000 | -1.4% | 716 | 0.0% | 0.00% | – |
| Q1 2022 | $139,000 | -2.8% | 716 | 0.0% | 0.00% | – |
| Q4 2021 | $143,000 | +2.1% | 716 | -6.5% | 0.00% | – |
| Q3 2021 | $140,000 | -1.4% | 766 | 0.0% | 0.00% | – |
| Q2 2021 | $142,000 | +4.4% | 766 | 0.0% | 0.00% | – |
| Q1 2021 | $136,000 | -0.7% | 766 | 0.0% | 0.00% | – |
| Q4 2020 | $137,000 | +9.6% | 766 | 0.0% | 0.00% | – |
| Q3 2020 | $125,000 | +1.6% | 766 | 0.0% | 0.00% | – |
| Q2 2020 | $123,000 | -87.1% | 766 | -88.1% | 0.00% | -100.0% |
| Q3 2016 | $957,000 | -15.9% | 6,452 | -17.4% | 0.00% | 0.0% |
| Q2 2016 | $1,138,000 | -11.9% | 7,815 | -17.0% | 0.00% | 0.0% |
| Q1 2016 | $1,292,000 | – | 9,415 | – | 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% |