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 | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $4,222,000 | -6.6% | 24,153 | -7.8% | 0.39% | -6.1% |
| Q1 2015 | $4,518,000 | -43.0% | 26,204 | -58.1% | 0.41% | -39.7% |
| Q1 2014 | $7,924,000 | +63.6% | 62,550 | +52.5% | 0.68% | +69.7% |
| Q4 2013 | $4,844,000 | -21.0% | 41,014 | -33.4% | 0.40% | -28.8% |
| Q2 2013 | $6,133,000 | – | 61,547 | – | 0.56% | – |
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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% |