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 | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $965,000 | -89.4% | 6,457 | -89.7% | 0.31% | -90.6% |
| Q2 2016 | $9,084,000 | -16.4% | 62,908 | -20.7% | 3.28% | -20.5% |
| Q1 2016 | $10,865,000 | -16.5% | 79,315 | -1.4% | 4.13% | -19.4% |
| Q4 2015 | $13,012,000 | +15.1% | 80,475 | +5.4% | 5.12% | +5.3% |
| Q3 2015 | $11,302,000 | +7.1% | 76,354 | +26.4% | 4.86% | +64.2% |
| Q2 2015 | $10,556,000 | +23.1% | 60,384 | +21.4% | 2.96% | +25.5% |
| Q1 2015 | $8,578,000 | -5.3% | 49,751 | -16.8% | 2.36% | -10.6% |
| Q4 2014 | $9,058,000 | +8.3% | 59,831 | +0.4% | 2.64% | +8.6% |
| Q3 2014 | $8,366,000 | +3.1% | 59,609 | -0.8% | 2.43% | +6.9% |
| Q2 2014 | $8,115,000 | +6.5% | 60,062 | -0.2% | 2.27% | -2.0% |
| Q1 2014 | $7,622,000 | +8.1% | 60,160 | +0.8% | 2.32% | +5.0% |
| Q4 2013 | $7,052,000 | +9.8% | 59,710 | -1.1% | 2.21% | -3.3% |
| Q3 2013 | $6,423,000 | +2.6% | 60,375 | -3.9% | 2.28% | -5.8% |
| Q2 2013 | $6,261,000 | – | 62,825 | – | 2.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHEMUNG CANAL TRUST CO | 18,392 | $3,118,000 | 0.78% |
| Financial Management Professionals, Inc. | 15,147 | $2,568,000 | 0.59% |
| CAHILL FINANCIAL ADVISORS INC | 7,057 | $1,197,000 | 0.25% |
| Family Firm, Inc. | 3,858 | $654,000 | 0.21% |
| AFT, FORSYTH & COMPANY, INC. | 1,344 | $228,000 | 0.20% |
| Asset Management Group, Inc. | 4,040 | $685,000 | 0.17% |
| MBL Wealth, LLC | 3,082 | $523 | 0.11% |
| Institute for Wealth Management, LLC. | 2,871 | $487,000 | 0.11% |
| Raab & Moskowitz Asset Management LLC | 1,537 | $260,000 | 0.11% |
| PATTEN & PATTEN INC/TN | 5,978 | $1,014,000 | 0.10% |