ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 121 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $267,000 | +5.5% | 1,850 | 0.0% | 0.04% | +63.0% |
| Q1 2016 | $253,000 | -31.8% | 1,850 | -19.4% | 0.03% | -32.5% |
| Q4 2015 | $371,000 | -83.7% | 2,296 | -82.3% | 0.04% | -83.4% |
| Q2 2015 | $2,271,000 | +29.3% | 12,991 | +27.6% | 0.24% | +28.2% |
| Q1 2015 | $1,756,000 | +6.4% | 10,183 | -6.6% | 0.19% | +1.1% |
| Q4 2014 | $1,651,000 | +153.2% | 10,907 | +134.7% | 0.19% | +138.5% |
| Q3 2014 | $652,000 | -24.9% | 4,648 | -27.6% | 0.08% | -28.4% |
| Q2 2014 | $868,000 | +6.5% | 6,423 | -0.1% | 0.11% | -5.2% |
| Q1 2014 | $815,000 | -44.7% | 6,431 | -48.5% | 0.12% | +1.8% |
| Q4 2013 | $1,474,000 | +136.6% | 12,478 | +113.0% | 0.11% | +4.6% |
| Q3 2013 | $623,000 | -2.2% | 5,859 | -8.4% | 0.11% | -14.3% |
| Q2 2013 | $637,000 | – | 6,393 | – | 0.13% | – |
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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% |