ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 97 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $284,000 | +16.9% | 1,772 | +2.2% | 0.01% | 0.0% |
| Q3 2019 | $243,000 | -41.2% | 1,734 | -36.6% | 0.01% | -46.2% |
| Q2 2019 | $413,000 | -1.9% | 2,737 | 0.0% | 0.03% | -7.1% |
| Q1 2019 | $421,000 | -0.7% | 2,737 | -9.0% | 0.03% | 0.0% |
| Q4 2018 | $424,000 | -16.0% | 3,009 | 0.0% | 0.03% | -20.0% |
| Q3 2018 | $505,000 | +9.8% | 3,009 | -1.0% | 0.04% | +2.9% |
| Q2 2018 | $460,000 | -9.3% | 3,038 | -11.6% | 0.03% | -12.8% |
| Q1 2018 | $507,000 | -20.8% | 3,436 | -17.1% | 0.04% | -9.3% |
| Q4 2017 | $640,000 | -2.6% | 4,147 | -1.3% | 0.04% | -8.5% |
| Q3 2017 | $657,000 | +0.8% | 4,200 | 0.0% | 0.05% | -14.5% |
| Q2 2017 | $652,000 | +2.8% | 4,200 | 0.0% | 0.06% | +3.8% |
| Q1 2017 | $634,000 | – | 4,200 | – | 0.05% | – |
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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% |