ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 99 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $240,000 | +6.2% | 1,470 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $226,000 | -19.6% | 1,470 | -29.7% | 0.01% | -36.4% |
| Q1 2020 | $281,000 | -34.3% | 2,090 | -21.7% | 0.01% | -15.4% |
| Q4 2019 | $428,000 | +11.2% | 2,670 | -2.9% | 0.01% | +8.3% |
| Q3 2019 | $385,000 | -29.2% | 2,750 | -23.8% | 0.01% | -33.3% |
| Q2 2019 | $544,000 | -45.4% | 3,610 | -44.2% | 0.02% | -47.1% |
| Q1 2019 | $996,000 | -32.9% | 6,470 | -38.7% | 0.03% | -40.4% |
| Q4 2018 | $1,485,000 | – | 10,550 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SOUTHERN CAPITAL ADVISORS, LLC | 5,335 | $1,036,000 | 0.71% |
| MURPHY CAPITAL MANAGEMENT INC | 17,625 | $3,423,000 | 0.40% |
| RWA WEALTH PARTNERS, LLC | 28,466 | $5,530,000 | 0.36% |
| CAHILL FINANCIAL ADVISORS INC | 7,106 | $1,380,000 | 0.26% |
| Family Firm, Inc. | 4,008 | $779,000 | 0.20% |
| AFT, FORSYTH & COMPANY, INC. | 1,341 | $261,000 | 0.17% |
| Asset Management Group, Inc. | 4,024 | $782,000 | 0.16% |
| Concorde Asset Management, LLC | 1,060 | $206,000 | 0.14% |
| Raab & Moskowitz Asset Management LLC | 1,572 | $305,000 | 0.10% |
| PATTEN & PATTEN INC/TN | 6,003 | $1,166,000 | 0.08% |