ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 91 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $6,607,000 | -4.3% | 46,721 | +1.1% | 0.22% | -9.3% |
| Q3 2016 | $6,905,000 | +16.1% | 46,207 | +12.1% | 0.24% | +10.7% |
| Q2 2016 | $5,950,000 | +20.3% | 41,206 | +14.1% | 0.21% | +3.4% |
| Q1 2016 | $4,945,000 | -21.1% | 36,101 | -6.8% | 0.21% | -27.1% |
| Q4 2015 | $6,266,000 | +11.6% | 38,752 | +2.2% | 0.28% | -35.3% |
| Q3 2015 | $5,613,000 | +17.7% | 37,922 | +39.1% | 0.44% | +29.5% |
| Q2 2015 | $4,767,000 | +91.5% | 27,268 | +88.9% | 0.34% | +94.8% |
| Q1 2015 | $2,489,000 | +977.5% | 14,433 | +847.7% | 0.17% | +596.0% |
| Q4 2014 | $231,000 | +20.3% | 1,523 | +11.2% | 0.02% | +8.7% |
| Q3 2014 | $192,000 | +61.3% | 1,369 | +55.7% | 0.02% | +43.8% |
| Q2 2014 | $119,000 | -33.1% | 879 | -37.4% | 0.02% | +23.1% |
| Q1 2014 | $178,000 | +119.8% | 1,404 | +104.1% | 0.01% | +8.3% |
| Q4 2013 | $81,000 | +76.1% | 688 | +59.3% | 0.01% | +50.0% |
| Q3 2013 | $46,000 | +39.4% | 432 | +30.1% | 0.01% | +14.3% |
| Q2 2013 | $33,000 | – | 332 | – | 0.01% | – |
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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% |