ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 99 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.58 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $825,000 | -38.3% | 5,343 | -37.6% | 0.19% | -54.1% |
| Q3 2017 | $1,338,000 | +61.4% | 8,561 | +60.2% | 0.40% | +66.7% |
| Q2 2017 | $829,000 | +2.9% | 5,343 | 0.0% | 0.24% | 0.0% |
| Q1 2017 | $806,000 | +6.6% | 5,343 | 0.0% | 0.24% | +2.5% |
| Q4 2016 | $756,000 | -5.3% | 5,343 | 0.0% | 0.24% | -5.6% |
| Q3 2016 | $798,000 | +3.5% | 5,343 | 0.0% | 0.25% | +2.4% |
| Q2 2016 | $771,000 | +5.3% | 5,343 | 0.0% | 0.24% | +7.0% |
| Q1 2016 | $732,000 | -15.3% | 5,343 | 0.0% | 0.23% | -8.8% |
| Q4 2015 | $864,000 | +9.2% | 5,343 | 0.0% | 0.25% | +8.7% |
| Q3 2015 | $791,000 | -30.2% | 5,343 | -17.5% | 0.23% | -25.0% |
| Q2 2015 | $1,133,000 | +23.0% | 6,480 | +21.3% | 0.31% | +31.1% |
| Q1 2015 | $921,000 | – | 5,343 | – | 0.24% | – |
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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% |