ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 95 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.27 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $2,934,000 | +14.7% | 19,057 | +4.9% | 1.04% | -14.5% |
| Q4 2018 | $2,557,000 | -22.4% | 18,167 | -7.4% | 1.22% | +7.6% |
| Q3 2018 | $3,294,000 | +8.2% | 19,626 | -2.5% | 1.13% | -5.3% |
| Q2 2018 | $3,045,000 | +725.2% | 20,120 | +704.8% | 1.20% | +704.0% |
| Q1 2018 | $369,000 | -4.4% | 2,500 | 0.0% | 0.15% | -8.6% |
| Q4 2017 | $386,000 | -1.3% | 2,500 | 0.0% | 0.16% | -10.4% |
| Q3 2017 | $391,000 | -9.1% | 2,500 | -9.9% | 0.18% | -14.6% |
| Q2 2017 | $430,000 | -1.6% | 2,775 | -4.1% | 0.21% | +7000.0% |
| Q1 2017 | $437,000 | +6.8% | 2,895 | 0.0% | 0.00% | -98.9% |
| Q4 2016 | $409,000 | -7.9% | 2,895 | -2.5% | 0.27% | -4.9% |
| Q3 2016 | $444,000 | +3.5% | 2,970 | 0.0% | 0.28% | -0.4% |
| Q2 2016 | $429,000 | -44.8% | 2,970 | -47.6% | 0.28% | -46.8% |
| Q1 2016 | $777,000 | -36.2% | 5,670 | -24.7% | 0.54% | -24.2% |
| Q4 2015 | $1,217,000 | -24.2% | 7,525 | -30.6% | 0.71% | -35.5% |
| Q3 2015 | $1,605,000 | +27.4% | 10,840 | +50.3% | 1.10% | +28.9% |
| Q2 2015 | $1,260,000 | +6.1% | 7,210 | +4.6% | 0.85% | +5.6% |
| Q1 2015 | $1,188,000 | +15.6% | 6,890 | +1.5% | 0.80% | +7.5% |
| Q4 2014 | $1,028,000 | – | 6,790 | – | 0.75% | – |
Download | ||||||
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% |