ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 87 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $698,000 | +8.9% | 4,157 | -1.8% | 0.04% | -4.7% |
| Q2 2018 | $641,000 | -1.1% | 4,235 | -3.6% | 0.04% | -8.5% |
| Q1 2018 | $648,000 | -6.8% | 4,391 | -2.4% | 0.05% | -13.0% |
| Q4 2017 | $695,000 | -5.3% | 4,500 | -4.1% | 0.05% | -11.5% |
| Q3 2017 | $734,000 | +5.2% | 4,692 | +4.3% | 0.06% | -7.6% |
| Q2 2017 | $698,000 | +43.9% | 4,500 | +40.1% | 0.07% | +40.4% |
| Q1 2017 | $485,000 | +102.1% | 3,213 | +100.1% | 0.05% | +67.9% |
| Q3 2016 | $240,000 | +20.0% | 1,606 | +29.6% | 0.03% | 0.0% |
| Q4 2015 | $200,000 | -21.6% | 1,239 | -28.0% | 0.03% | -30.0% |
| Q3 2015 | $255,000 | -82.2% | 1,721 | -79.0% | 0.04% | -79.8% |
| Q2 2015 | $1,433,000 | +15.4% | 8,194 | +13.7% | 0.20% | +20.0% |
| Q1 2015 | $1,242,000 | +7.7% | 7,205 | -5.3% | 0.16% | +8.6% |
| Q4 2014 | $1,153,000 | – | 7,612 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| S. R. Schill & Associates | 9,643 | $1,298,000 | 0.87% |
| MURPHY CAPITAL MANAGEMENT INC | 20,205 | $2,719,000 | 0.52% |
| CAHILL FINANCIAL ADVISORS INC | 7,168 | $965,000 | 0.45% |
| Raab & Moskowitz Asset Management LLC | 3,129 | $421,000 | 0.23% |
| Family Firm, Inc. | 3,538 | $476,000 | 0.20% |
| Asset Management Group, Inc. | 3,890 | $523,000 | 0.20% |
| SPINNAKER TRUST | 10,755 | $1,447,000 | 0.16% |
| PATTEN & PATTEN INC/TN | 6,385 | $859,000 | 0.11% |
| Koshinski Asset Management, Inc. | 3,446 | $464,000 | 0.10% |
| Wealthstreet Investment Advisors, LLC | 3,695 | $497,000 | 0.07% |