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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $48,000 | +4.3% | 260 | 0.0% | 0.03% | -6.1% |
| Q1 2021 | $46,000 | -2.1% | 260 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $47,000 | +34.3% | 260 | 0.0% | 0.03% | -8.3% |
| Q1 2020 | $35,000 | -16.7% | 260 | 0.0% | 0.04% | +12.5% |
| Q4 2019 | $42,000 | +16.7% | 260 | 0.0% | 0.03% | +10.3% |
| Q3 2019 | $36,000 | -7.7% | 260 | 0.0% | 0.03% | -14.7% |
| Q2 2019 | $39,000 | -2.5% | 260 | 0.0% | 0.03% | -10.5% |
| Q1 2019 | $40,000 | +8.1% | 260 | 0.0% | 0.04% | -2.6% |
| Q4 2018 | $37,000 | -22.9% | 260 | -8.5% | 0.04% | -2.5% |
| Q3 2018 | $48,000 | +11.6% | 284 | 0.0% | 0.04% | +5.3% |
| Q2 2018 | $43,000 | +2.4% | 284 | 0.0% | 0.04% | +8.6% |
| Q1 2018 | $42,000 | -4.5% | 284 | 0.0% | 0.04% | -2.8% |
| Q4 2017 | $44,000 | 0.0% | 284 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $44,000 | 0.0% | 284 | 0.0% | 0.04% | -7.7% |
| Q2 2017 | $44,000 | +2.3% | 284 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $43,000 | – | 284 | – | 0.04% | – |
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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% |