ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 111 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $259 | -4.8% | 1,477 | +1.1% | 0.02% | -5.6% |
| Q4 2022 | $272 | -99.9% | 1,461 | 0.0% | 0.02% | +5.9% |
| Q3 2022 | $248,000 | -32.8% | 1,461 | -24.1% | 0.02% | -32.0% |
| Q2 2022 | $369,000 | -74.1% | 1,926 | -78.2% | 0.02% | -88.4% |
| Q4 2015 | $1,427,000 | +7.9% | 8,824 | -1.2% | 0.22% | -2.3% |
| Q3 2015 | $1,322,000 | -21.6% | 8,934 | -7.4% | 0.22% | -21.7% |
| Q2 2015 | $1,687,000 | +4.2% | 9,648 | +2.8% | 0.28% | -0.7% |
| Q1 2015 | $1,619,000 | -1.6% | 9,388 | -13.7% | 0.28% | -17.0% |
| Q4 2014 | $1,646,000 | +0.7% | 10,873 | -6.7% | 0.34% | -10.7% |
| Q3 2014 | $1,635,000 | +2.6% | 11,653 | -1.2% | 0.38% | 0.0% |
| Q2 2014 | $1,593,000 | +12.7% | 11,794 | +5.7% | 0.38% | +7.9% |
| Q1 2014 | $1,413,000 | +8.4% | 11,154 | +1.1% | 0.35% | +2.6% |
| Q4 2013 | $1,303,000 | – | 11,034 | – | 0.34% | – |
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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% |