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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $45,000 | +125.0% | 273 | +108.4% | 0.01% | -10.0% |
| Q1 2017 | $20,000 | -9.1% | 131 | -4.4% | 0.01% | -16.7% |
| Q4 2015 | $22,000 | -46.3% | 137 | -50.5% | 0.01% | -73.3% |
| Q3 2015 | $41,000 | -98.5% | 277 | -98.2% | 0.04% | -97.0% |
| Q2 2015 | $2,668,000 | -99.1% | 15,276 | +786.1% | 1.50% | +852.9% |
| Q1 2015 | $297,252,000 | +504.7% | 1,724 | +430.5% | 0.16% | +582.6% |
| Q4 2014 | $49,156,000 | -73.7% | 325 | -75.6% | 0.02% | -81.0% |
| Q3 2014 | $187,086,000 | -90.7% | 1,333 | -91.0% | 0.12% | -88.1% |
| Q2 2014 | $2,007,367,000 | +751.0% | 14,843 | +697.6% | 1.02% | +839.8% |
| Q1 2014 | $235,881,000 | +151105.8% | 1,861 | +40.0% | 0.11% | +25.6% |
| Q4 2013 | $156,000 | – | 1,329 | – | 0.09% | – |
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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% |