ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 95 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.12 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $240,000 | +6.2% | 1,470 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $226,000 | -19.6% | 1,470 | -29.7% | 0.01% | -36.4% |
| Q1 2020 | $281,000 | -34.3% | 2,090 | -21.7% | 0.01% | -15.4% |
| Q4 2019 | $428,000 | +11.2% | 2,670 | -2.9% | 0.01% | +8.3% |
| Q3 2019 | $385,000 | -29.2% | 2,750 | -23.8% | 0.01% | -33.3% |
| Q2 2019 | $544,000 | -45.4% | 3,610 | -44.2% | 0.02% | -47.1% |
| Q1 2019 | $996,000 | -32.9% | 6,470 | -38.7% | 0.03% | -40.4% |
| Q4 2018 | $1,485,000 | – | 10,550 | – | 0.06% | – |
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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% |