ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 95 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.27 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $241,000 | -94.1% | 1,567 | -93.6% | 0.00% | -94.4% |
| Q3 2018 | $4,110,000 | +1694.8% | 24,484 | +1479.6% | 0.02% | +1700.0% |
| Q1 2018 | $229,000 | -4.2% | 1,550 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $239,000 | -1.2% | 1,550 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $242,000 | +0.8% | 1,550 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $240,000 | +2.6% | 1,550 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $234,000 | -57.9% | 1,550 | -60.6% | 0.00% | -50.0% |
| Q4 2016 | $556,000 | +51.1% | 3,931 | +59.8% | 0.00% | +100.0% |
| Q3 2016 | $368,000 | +5.7% | 2,460 | +2.0% | 0.00% | -50.0% |
| Q2 2016 | $348,000 | -10.3% | 2,412 | -14.8% | 0.00% | 0.0% |
| Q1 2016 | $388,000 | -46.3% | 2,831 | -36.6% | 0.00% | -50.0% |
| Q4 2015 | $722,000 | -47.8% | 4,467 | -52.2% | 0.00% | -42.9% |
| Q3 2015 | $1,382,000 | -49.5% | 9,336 | -40.4% | 0.01% | -41.7% |
| Q2 2015 | $2,738,000 | +56.9% | 15,662 | +54.7% | 0.01% | +71.4% |
| Q1 2015 | $1,745,000 | +74.0% | 10,122 | +52.7% | 0.01% | +75.0% |
| Q4 2014 | $1,003,000 | -32.2% | 6,628 | -37.2% | 0.00% | -20.0% |
| Q3 2014 | $1,480,000 | +336.6% | 10,547 | +320.0% | 0.01% | +400.0% |
| Q2 2014 | $339,000 | +45.5% | 2,511 | +36.7% | 0.00% | 0.0% |
| Q1 2014 | $233,000 | – | 1,837 | – | 0.00% | – |
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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% |