ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 104 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $991,000 | -18.5% | 6,693 | 0.0% | 0.00% | -20.0% |
| Q2 2015 | $1,216,000 | -22.9% | 6,693 | -28.7% | 0.01% | -28.6% |
| Q1 2015 | $1,578,000 | -34.5% | 9,393 | -41.0% | 0.01% | -36.4% |
| Q4 2014 | $2,408,000 | -2.0% | 15,920 | -9.0% | 0.01% | -8.3% |
| Q3 2014 | $2,456,000 | -0.2% | 17,500 | -3.8% | 0.01% | 0.0% |
| Q2 2014 | $2,461,000 | +4.4% | 18,200 | -2.2% | 0.01% | 0.0% |
| Q1 2014 | $2,358,000 | -11.6% | 18,600 | -17.7% | 0.01% | -14.3% |
| Q4 2013 | $2,668,000 | -41.9% | 22,590 | -47.7% | 0.01% | -46.2% |
| Q3 2013 | $4,592,000 | +6.7% | 43,190 | 0.0% | 0.03% | +4.0% |
| Q2 2013 | $4,304,000 | – | 43,190 | – | 0.02% | – |
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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% |