ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 119 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.40 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,760 | -1.2% | 106 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $18,986 | +2.2% | 106 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $18,579 | -0.2% | 106 | +6.0% | 0.00% | 0.0% |
| Q4 2022 | $18,613 | -2.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $19,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $19,000 | -9.5% | 100 | -2.9% | 0.00% | 0.0% |
| Q4 2021 | $21,000 | -4.5% | 103 | -14.9% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $22,000 | +450.0% | 121 | +476.2% | 0.00% | – |
| Q1 2021 | $4,000 | – | 21 | – | 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% |