ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 86 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $407,000 | +10.6% | 2,514 | +1.2% | 0.02% | +5.3% |
| Q3 2015 | $368,000 | -9.6% | 2,483 | +6.7% | 0.02% | +5.6% |
| Q2 2015 | $407,000 | +0.7% | 2,328 | -0.7% | 0.02% | 0.0% |
| Q1 2015 | $404,000 | +45.3% | 2,345 | +27.8% | 0.02% | +38.5% |
| Q4 2014 | $278,000 | +10.3% | 1,835 | +2.2% | 0.01% | +8.3% |
| Q3 2014 | $252,000 | +3.7% | 1,795 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $243,000 | +6.1% | 1,795 | -0.8% | 0.01% | 0.0% |
| Q1 2014 | $229,000 | +9.6% | 1,810 | +2.3% | 0.01% | +20.0% |
| Q4 2013 | $209,000 | +4.0% | 1,770 | -6.3% | 0.01% | -9.1% |
| Q3 2013 | $201,000 | – | 1,890 | – | 0.01% | – |
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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% |