ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 103 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $426,700,000 | +23.8% | 2,639 | +13.3% | 0.01% | +16.7% |
| Q3 2015 | $344,738,000 | -31.0% | 2,329 | -18.5% | 0.01% | -25.0% |
| Q2 2015 | $499,810,000 | +3.6% | 2,859 | +2.1% | 0.01% | +14.3% |
| Q1 2015 | $482,604,000 | +64.4% | 2,799 | +44.4% | 0.01% | +40.0% |
| Q4 2014 | $293,565,000 | +7.9% | 1,939 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $272,139,000 | +1.3% | 1,939 | -2.5% | 0.01% | 0.0% |
| Q2 2014 | $268,728,000 | +9.4% | 1,989 | +2.6% | 0.01% | +25.0% |
| Q1 2014 | $245,652,000 | – | 1,939 | – | 0.00% | – |
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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% |