ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 103 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $798,000 | -6.4% | 5,144 | -8.9% | 0.02% | -8.3% |
| Q1 2017 | $853,000 | +324.4% | 5,648 | +296.9% | 0.02% | +380.0% |
| Q4 2016 | $201,000 | -72.3% | 1,423 | -70.7% | 0.01% | -70.6% |
| Q3 2016 | $726,000 | -11.5% | 4,858 | -14.5% | 0.02% | 0.0% |
| Q2 2016 | $820,000 | -63.5% | 5,681 | -65.3% | 0.02% | -73.0% |
| Q1 2016 | $2,245,000 | +102.8% | 16,386 | +119.1% | 0.06% | +250.0% |
| Q3 2015 | $1,107,000 | +175.4% | 7,480 | +225.6% | 0.02% | +157.1% |
| Q2 2015 | $402,000 | +45.7% | 2,297 | +43.7% | 0.01% | +16.7% |
| Q1 2015 | $276,000 | -44.0% | 1,598 | -54.5% | 0.01% | -40.0% |
| Q3 2014 | $493,000 | -86.1% | 3,511 | -86.6% | 0.01% | -81.8% |
| Q2 2014 | $3,553,000 | +537.9% | 26,271 | +498.0% | 0.06% | +685.7% |
| Q1 2014 | $557,000 | -70.8% | 4,393 | -72.8% | 0.01% | -66.7% |
| Q4 2013 | $1,906,000 | – | 16,135 | – | 0.02% | – |
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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% |