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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q2 2023 | $1 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q4 2022 | $1 | -99.9% | 1 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 1 | -75.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 4 | -20.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 5 | -16.7% | 0.00% | – |
| Q1 2018 | $1,000 | -50.0% | 6 | -25.0% | 0.00% | – |
| Q4 2017 | $2,000 | 0.0% | 8 | 0.0% | 0.00% | – |
| Q3 2017 | $2,000 | -99.4% | 8 | -99.6% | 0.00% | -100.0% |
| Q2 2017 | $340,000 | +10.4% | 2,187 | +7.4% | 0.05% | +24.3% |
| Q1 2017 | $308,000 | +6.2% | 2,036 | -0.7% | 0.04% | +5.7% |
| Q4 2016 | $290,000 | +28900.0% | 2,051 | +205000.0% | 0.04% | – |
| Q2 2015 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q1 2015 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q4 2014 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q3 2014 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q2 2014 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q1 2014 | $1,000 | – | 1 | – | 0.00% | – |
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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% |