ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 99 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.58 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $15,000 | +7.1% | 100 | 0.0% | 0.00% | – |
| Q4 2018 | $14,000 | -17.6% | 100 | 0.0% | 0.00% | – |
| Q3 2018 | $17,000 | +13.3% | 100 | 0.0% | 0.00% | – |
| Q2 2018 | $15,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2018 | $15,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2017 | $15,000 | -6.2% | 100 | 0.0% | 0.00% | – |
| Q3 2017 | $16,000 | -33.3% | 100 | -42.9% | 0.00% | -100.0% |
| Q4 2016 | $24,000 | -7.7% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $26,000 | +4.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $25,000 | +4.2% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $24,000 | – | 175 | – | 0.00% | – |
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% |