ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 93 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $569,000 | -9.5% | 3,549 | -21.0% | 0.00% | 0.0% |
| Q3 2019 | $629,000 | +2.9% | 4,491 | +10.8% | 0.00% | 0.0% |
| Q2 2019 | $611,000 | -4.7% | 4,052 | -2.6% | 0.00% | -20.0% |
| Q1 2019 | $641,000 | -22.8% | 4,162 | -29.4% | 0.01% | -28.6% |
| Q4 2018 | $830,000 | -43.9% | 5,897 | -33.1% | 0.01% | -41.7% |
| Q3 2018 | $1,479,000 | +157.7% | 8,811 | +126.4% | 0.01% | +140.0% |
| Q2 2018 | $574,000 | 0.0% | 3,891 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $574,000 | -11.6% | 3,891 | -7.4% | 0.01% | -16.7% |
| Q4 2017 | $649,000 | +8.3% | 4,204 | +9.5% | 0.01% | 0.0% |
| Q3 2017 | $599,000 | +8.5% | 3,839 | +7.5% | 0.01% | 0.0% |
| Q2 2017 | $552,000 | +0.7% | 3,571 | -2.5% | 0.01% | -14.3% |
| Q1 2017 | $548,000 | -0.2% | 3,664 | -5.9% | 0.01% | -12.5% |
| Q4 2016 | $549,000 | -3.0% | 3,892 | +2.8% | 0.01% | 0.0% |
| Q3 2016 | $566,000 | -30.4% | 3,786 | -32.7% | 0.01% | -38.5% |
| Q2 2016 | $813,000 | +1.9% | 5,625 | -3.5% | 0.01% | -7.1% |
| Q1 2016 | $798,000 | +14.5% | 5,828 | +35.1% | 0.01% | +7.7% |
| Q4 2015 | $697,000 | -77.0% | 4,313 | -78.9% | 0.01% | -79.0% |
| Q3 2015 | $3,026,000 | -23.6% | 20,439 | -9.7% | 0.06% | -15.1% |
| Q2 2015 | $3,960,000 | +92.5% | 22,642 | +89.6% | 0.07% | +87.2% |
| Q1 2015 | $2,057,000 | +170.3% | 11,942 | +137.7% | 0.04% | +129.4% |
| Q4 2014 | $761,000 | +126.5% | 5,024 | +109.6% | 0.02% | +88.9% |
| Q3 2014 | $336,000 | -13.4% | 2,397 | -16.5% | 0.01% | -18.2% |
| Q2 2014 | $388,000 | +15.5% | 2,869 | +8.2% | 0.01% | +10.0% |
| Q1 2014 | $336,000 | +60.0% | 2,652 | +49.2% | 0.01% | +66.7% |
| Q4 2013 | $210,000 | +28.8% | 1,778 | +16.1% | 0.01% | 0.0% |
| Q3 2013 | $163,000 | +27.3% | 1,531 | +19.4% | 0.01% | +20.0% |
| Q2 2013 | $128,000 | – | 1,282 | – | 0.01% | – |
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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% |