ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 99 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $713,000 | +31.5% | 3,973 | +19.8% | 0.04% | +19.4% |
| Q3 2020 | $542,000 | +6.3% | 3,315 | 0.0% | 0.04% | +2.9% |
| Q2 2020 | $510,000 | +14.3% | 3,315 | 0.0% | 0.04% | -18.6% |
| Q1 2020 | $446,000 | -16.0% | 3,315 | 0.0% | 0.04% | +19.4% |
| Q4 2019 | $531,000 | +14.4% | 3,315 | 0.0% | 0.04% | +12.5% |
| Q3 2019 | $464,000 | -7.2% | 3,315 | 0.0% | 0.03% | -8.6% |
| Q2 2019 | $500,000 | -2.0% | 3,315 | 0.0% | 0.04% | -2.8% |
| Q1 2019 | $510,000 | +9.2% | 3,315 | 0.0% | 0.04% | +2.9% |
| Q4 2018 | $467,000 | -16.0% | 3,315 | 0.0% | 0.04% | -7.9% |
| Q3 2018 | $556,000 | +7.1% | 3,315 | -3.4% | 0.04% | +22.6% |
| Q2 2018 | $519,000 | -0.2% | 3,432 | -2.7% | 0.03% | 0.0% |
| Q1 2018 | $520,000 | -8.9% | 3,526 | -4.7% | 0.03% | -6.1% |
| Q4 2017 | $571,000 | -9.8% | 3,701 | -8.5% | 0.03% | -15.4% |
| Q3 2017 | $633,000 | -97.0% | 4,046 | -97.1% | 0.04% | -97.1% |
| Q2 2017 | $21,391,000 | +5.8% | 137,892 | +3.0% | 1.36% | +2.9% |
| Q1 2017 | $20,216,000 | +6.1% | 133,933 | -0.6% | 1.32% | +2.4% |
| Q4 2016 | $19,050,000 | +4980.0% | 134,707 | +5111.1% | 1.29% | +4061.3% |
| Q3 2016 | $375,000 | -1.3% | 2,585 | -1.9% | 0.03% | +6.9% |
| Q2 2016 | $380,000 | -3.6% | 2,635 | -8.4% | 0.03% | -21.6% |
| Q1 2016 | $394,000 | -29.0% | 2,878 | -16.2% | 0.04% | -26.0% |
| Q4 2015 | $555,000 | +9.3% | 3,433 | 0.0% | 0.05% | -7.4% |
| Q3 2015 | $508,000 | -43.4% | 3,433 | -33.2% | 0.05% | -37.9% |
| Q2 2015 | $898,000 | -64.5% | 5,138 | -65.0% | 0.09% | -61.5% |
| Q1 2015 | $2,528,000 | +13.6% | 14,667 | -0.2% | 0.23% | +11.9% |
| Q4 2014 | $2,225,000 | +6.2% | 14,697 | -1.6% | 0.20% | -24.6% |
| Q3 2014 | $2,096,000 | -3.2% | 14,937 | -6.8% | 0.27% | +5.5% |
| Q2 2014 | $2,165,000 | +9.0% | 16,031 | -4.7% | 0.25% | +8.1% |
| Q4 2013 | $1,987,000 | +8.6% | 16,830 | -2.2% | 0.24% | +9.8% |
| Q3 2013 | $1,830,000 | +4.0% | 17,210 | -2.5% | 0.21% | -8.5% |
| Q2 2013 | $1,759,000 | – | 17,650 | – | 0.23% | – |
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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% |