ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 97 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $255,000 | -5.2% | 1,800 | 0.0% | 0.01% | -8.3% |
| Q3 2016 | $269,000 | +3.5% | 1,800 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $260,000 | +5.3% | 1,800 | 0.0% | 0.01% | +9.1% |
| Q1 2016 | $247,000 | -17.9% | 1,800 | -3.2% | 0.01% | -21.4% |
| Q4 2015 | $301,000 | +13.2% | 1,860 | +3.3% | 0.01% | +7.7% |
| Q3 2015 | $266,000 | -15.6% | 1,800 | 0.0% | 0.01% | -7.1% |
| Q2 2015 | $315,000 | +1.6% | 1,800 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $310,000 | +13.6% | 1,800 | 0.0% | 0.01% | +7.7% |
| Q4 2014 | $273,000 | +7.9% | 1,800 | 0.0% | 0.01% | +8.3% |
| Q3 2014 | $253,000 | -11.8% | 1,800 | -15.3% | 0.01% | -14.3% |
| Q2 2014 | $287,000 | +1.8% | 2,125 | -4.5% | 0.01% | -6.7% |
| Q1 2014 | $282,000 | +7.2% | 2,225 | 0.0% | 0.02% | +7.1% |
| Q4 2013 | $263,000 | -5.1% | 2,225 | -14.4% | 0.01% | -12.5% |
| Q3 2013 | $277,000 | – | 2,600 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Massachusetts Wealth Management | 5,025 | $889,328 | 0.82% |
| RiverFront Investment Group, LLC | 36,114 | $6,391 | 0.23% |
| CAHILL FINANCIAL ADVISORS INC | 6,995 | $1,237,911 | 0.21% |
| AFT, FORSYTH & COMPANY, INC. | 1,325 | $234,443 | 0.17% |
| Family Firm, Inc. | 3,335 | $590,237 | 0.17% |
| Asset Management Group, Inc. | 4,120 | $729,236 | 0.16% |
| Institute for Wealth Management, LLC. | 3,370 | $596,397 | 0.11% |
| Raab & Moskowitz Asset Management LLC | 1,537 | $272,019 | 0.10% |
| PATTEN & PATTEN INC/TN | 5,876 | $1,039,939 | 0.09% |
| SPINNAKER TRUST | 6,100 | $1,079,583 | 0.08% |