ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 98 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $450,000 | -40.9% | 2,975 | -42.4% | 0.00% | -33.3% |
| Q1 2018 | $762,000 | -9.6% | 5,166 | -5.4% | 0.01% | -25.0% |
| Q4 2017 | $843,000 | +2.3% | 5,463 | +3.6% | 0.01% | +14.3% |
| Q3 2017 | $824,000 | -31.3% | 5,271 | -31.8% | 0.01% | -36.4% |
| Q2 2017 | $1,199,000 | +70.3% | 7,729 | +65.7% | 0.01% | +83.3% |
| Q1 2017 | $704,000 | +141.1% | 4,665 | +126.1% | 0.01% | +200.0% |
| Q4 2016 | $292,000 | -18.0% | 2,063 | -13.5% | 0.00% | -50.0% |
| Q3 2016 | $356,000 | +93.5% | 2,384 | +77.4% | 0.00% | +300.0% |
| Q1 2016 | $184,000 | -15.2% | 1,344 | 0.0% | 0.00% | -50.0% |
| Q4 2015 | $217,000 | +6.4% | 1,344 | -2.4% | 0.00% | +100.0% |
| Q3 2015 | $204,000 | -13.2% | 1,377 | +2.5% | 0.00% | -50.0% |
| Q2 2015 | $235,000 | -92.9% | 1,344 | -93.0% | 0.00% | -90.0% |
| Q1 2015 | $3,288,000 | +12.1% | 19,071 | -1.5% | 0.02% | +42.9% |
| Q4 2014 | $2,933,000 | +509.8% | 19,371 | +443.7% | 0.01% | +366.7% |
| Q2 2014 | $481,000 | +33.6% | 3,563 | +25.5% | 0.00% | +50.0% |
| Q1 2014 | $360,000 | +111.8% | 2,840 | +97.4% | 0.00% | +100.0% |
| Q4 2013 | $170,000 | -77.5% | 1,439 | -79.7% | 0.00% | -66.7% |
| Q3 2013 | $756,000 | – | 7,103 | – | 0.00% | – |
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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% |