ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 104 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,792,000 | -1.4% | 11,463 | -2.2% | 1.24% | -7.6% |
| Q2 2017 | $1,818,000 | -47.1% | 11,716 | -48.5% | 1.34% | -43.6% |
| Q1 2017 | $3,435,000 | +70.0% | 22,760 | +82.2% | 2.38% | +30.6% |
| Q4 2015 | $2,020,000 | +9.2% | 12,493 | 0.0% | 1.82% | +7.0% |
| Q3 2015 | $1,849,000 | -17.0% | 12,493 | -1.9% | 1.70% | -16.3% |
| Q2 2015 | $2,227,000 | -53.4% | 12,740 | -54.0% | 2.03% | -47.3% |
| Q1 2015 | $4,777,000 | +80.9% | 27,706 | +58.9% | 3.86% | +90.2% |
| Q4 2014 | $2,641,000 | +38.2% | 17,441 | +28.1% | 2.03% | +27.4% |
| Q3 2014 | $1,911,000 | +240.6% | 13,617 | +228.1% | 1.59% | +241.8% |
| Q2 2014 | $561,000 | +6.7% | 4,150 | 0.0% | 0.47% | +9.6% |
| Q1 2014 | $526,000 | -30.4% | 4,150 | -35.2% | 0.42% | -33.3% |
| Q4 2013 | $756,000 | +11.0% | 6,400 | 0.0% | 0.64% | -5.2% |
| Q3 2013 | $681,000 | +0.4% | 6,400 | -5.9% | 0.67% | +0.7% |
| Q2 2013 | $678,000 | – | 6,800 | – | 0.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Massachusetts Wealth Management | 5,330 | $989,035 | 0.96% |
| CAHILL FINANCIAL ADVISORS INC | 7,104 | $1,322,226 | 0.25% |
| AFT, FORSYTH & COMPANY, INC. | 1,336 | $248,670 | 0.21% |
| Family Firm, Inc. | 3,465 | $644,948 | 0.19% |
| Concorde Asset Management, LLC | 1,088 | $202,478 | 0.18% |
| Asset Management Group, Inc. | 4,091 | $761,455 | 0.18% |
| Institute for Wealth Management, LLC. | 3,407 | $634,160 | 0.13% |
| CHEMUNG CANAL TRUST CO | 3,071 | $572 | 0.13% |
| MBL Wealth, LLC | 3,177 | $591 | 0.11% |
| Raab & Moskowitz Asset Management LLC | 1,537 | $286,082 | 0.11% |