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 | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $372,000 | -15.3% | 2,717 | +0.2% | 0.26% | -17.9% |
| Q4 2015 | $439,000 | +10.9% | 2,712 | +1.3% | 0.32% | +5.3% |
| Q3 2015 | $396,000 | +6.5% | 2,677 | +25.9% | 0.30% | +13.5% |
| Q2 2015 | $372,000 | +1.6% | 2,127 | +0.2% | 0.27% | -1.1% |
| Q1 2015 | $366,000 | +32.6% | 2,123 | +16.6% | 0.27% | +22.7% |
| Q4 2014 | $276,000 | +8.2% | 1,821 | +0.2% | 0.22% | +5.8% |
| Q3 2014 | $255,000 | – | 1,817 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHEMUNG CANAL TRUST CO | 18,392 | $3,118,000 | 0.78% |
| Financial Management Professionals, Inc. | 15,147 | $2,568,000 | 0.59% |
| CAHILL FINANCIAL ADVISORS INC | 7,057 | $1,197,000 | 0.25% |
| Family Firm, Inc. | 3,858 | $654,000 | 0.21% |
| AFT, FORSYTH & COMPANY, INC. | 1,344 | $228,000 | 0.20% |
| Asset Management Group, Inc. | 4,040 | $685,000 | 0.17% |
| MBL Wealth, LLC | 3,082 | $523 | 0.11% |
| Institute for Wealth Management, LLC. | 2,871 | $487,000 | 0.11% |
| Raab & Moskowitz Asset Management LLC | 1,537 | $260,000 | 0.11% |
| PATTEN & PATTEN INC/TN | 5,978 | $1,014,000 | 0.10% |