ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 87 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $171,000 | +14.0% | 1,109 | 0.0% | 0.03% | -3.0% |
| Q1 2020 | $150,000 | -15.3% | 1,109 | 0.0% | 0.03% | -5.7% |
| Q4 2019 | $177,000 | +14.2% | 1,109 | 0.0% | 0.04% | -2.8% |
| Q3 2019 | $155,000 | -7.2% | 1,109 | 0.0% | 0.04% | -2.7% |
| Q2 2019 | $167,000 | -2.3% | 1,109 | 0.0% | 0.04% | -11.9% |
| Q1 2019 | $171,000 | +9.6% | 1,109 | 0.0% | 0.04% | -4.5% |
| Q4 2018 | $156,000 | -16.1% | 1,109 | 0.0% | 0.04% | -2.2% |
| Q3 2018 | $186,000 | +10.7% | 1,109 | 0.0% | 0.04% | +4.7% |
| Q2 2018 | $168,000 | +2.4% | 1,109 | 0.0% | 0.04% | -2.3% |
| Q1 2018 | $164,000 | -4.1% | 1,109 | 0.0% | 0.04% | -8.3% |
| Q4 2017 | $171,000 | -1.2% | 1,109 | 0.0% | 0.05% | -7.7% |
| Q3 2017 | $173,000 | -16.0% | 1,109 | -16.1% | 0.05% | -20.0% |
| Q2 2017 | $206,000 | +3.0% | 1,322 | 0.0% | 0.06% | -5.8% |
| Q1 2017 | $200,000 | -7.8% | 1,322 | -13.9% | 0.07% | -15.9% |
| Q4 2016 | $217,000 | -5.2% | 1,535 | 0.0% | 0.08% | -15.5% |
| Q3 2016 | $229,000 | +3.2% | 1,535 | 0.0% | 0.10% | +5.4% |
| Q2 2016 | $222,000 | +5.7% | 1,535 | 0.0% | 0.09% | -3.2% |
| Q1 2016 | $210,000 | -15.7% | 1,535 | 0.0% | 0.10% | +1.1% |
| Q4 2015 | $249,000 | +0.4% | 1,535 | -10.2% | 0.09% | +1.1% |
| Q3 2015 | $248,000 | -7.5% | 1,710 | +11.4% | 0.09% | +1.1% |
| Q2 2015 | $268,000 | +0.8% | 1,535 | 0.0% | 0.09% | +3.4% |
| Q1 2015 | $266,000 | +14.2% | 1,535 | 0.0% | 0.09% | +4.7% |
| Q4 2014 | $233,000 | -9.0% | 1,535 | -15.4% | 0.08% | -14.1% |
| Q3 2014 | $256,000 | +23.1% | 1,815 | +18.2% | 0.10% | +15.1% |
| Q2 2014 | $208,000 | +6.7% | 1,535 | 0.0% | 0.09% | +4.9% |
| Q1 2014 | $195,000 | +7.7% | 1,535 | 0.0% | 0.08% | -2.4% |
| Q4 2013 | $181,000 | +11.0% | 1,535 | 0.0% | 0.08% | -15.2% |
| Q3 2013 | $163,000 | +5.8% | 1,535 | 0.0% | 0.10% | -3.9% |
| Q2 2013 | $154,000 | – | 1,535 | – | 0.10% | – |
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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% |