ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 87 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.27 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $309,000 | +1.6% | 1,928 | -11.2% | 0.00% | 0.0% |
| Q3 2019 | $304,000 | -16.9% | 2,172 | -10.7% | 0.00% | -33.3% |
| Q2 2019 | $366,000 | -7.8% | 2,432 | -5.7% | 0.00% | 0.0% |
| Q1 2019 | $397,000 | +21.8% | 2,580 | +11.3% | 0.00% | 0.0% |
| Q4 2018 | $326,000 | -9.9% | 2,318 | +7.4% | 0.00% | -25.0% |
| Q3 2018 | $362,000 | +51.5% | 2,158 | +36.6% | 0.00% | +33.3% |
| Q2 2018 | $239,000 | -19.0% | 1,580 | -20.9% | 0.00% | -25.0% |
| Q1 2018 | $295,000 | -4.5% | 1,997 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $309,000 | +30.9% | 1,997 | +32.6% | 0.00% | 0.0% |
| Q3 2017 | $236,000 | -5.6% | 1,506 | -6.6% | 0.00% | 0.0% |
| Q2 2017 | $250,000 | -15.8% | 1,613 | -18.2% | 0.00% | -33.3% |
| Q1 2017 | $297,000 | +82.2% | 1,971 | +71.4% | 0.01% | +50.0% |
| Q4 2016 | $163,000 | -84.8% | 1,150 | -84.0% | 0.00% | -84.6% |
| Q3 2016 | $1,075,000 | -2.3% | 7,198 | -5.6% | 0.03% | -10.3% |
| Q2 2016 | $1,100,000 | – | 7,628 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SOUTHERN CAPITAL ADVISORS, LLC | 5,335 | $1,036,000 | 0.71% |
| MURPHY CAPITAL MANAGEMENT INC | 17,625 | $3,423,000 | 0.40% |
| RWA WEALTH PARTNERS, LLC | 28,466 | $5,530,000 | 0.36% |
| CAHILL FINANCIAL ADVISORS INC | 7,106 | $1,380,000 | 0.26% |
| Family Firm, Inc. | 4,008 | $779,000 | 0.20% |
| AFT, FORSYTH & COMPANY, INC. | 1,341 | $261,000 | 0.17% |
| Asset Management Group, Inc. | 4,024 | $782,000 | 0.16% |
| Concorde Asset Management, LLC | 1,060 | $206,000 | 0.14% |
| Raab & Moskowitz Asset Management LLC | 1,572 | $305,000 | 0.10% |
| PATTEN & PATTEN INC/TN | 6,003 | $1,166,000 | 0.08% |