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 | $428,000 | +4.4% | 2,649 | -4.4% | 0.10% | -1.9% |
| Q3 2015 | $410,000 | -15.5% | 2,772 | -0.1% | 0.11% | -7.8% |
| Q2 2015 | $485,000 | -3.2% | 2,776 | -4.4% | 0.12% | -2.5% |
| Q1 2015 | $501,000 | +50.0% | 2,905 | +31.6% | 0.12% | +30.8% |
| Q4 2014 | $334,000 | +5.7% | 2,208 | -1.8% | 0.09% | +3.4% |
| Q3 2014 | $316,000 | +3.6% | 2,248 | -0.6% | 0.09% | +2.3% |
| Q2 2014 | $305,000 | +16.9% | 2,261 | -7.9% | 0.09% | -4.4% |
| Q3 2013 | $261,000 | +7.9% | 2,456 | +1.1% | 0.09% | -1.1% |
| Q2 2013 | $242,000 | – | 2,430 | – | 0.09% | – |
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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% |