ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 93 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.74 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $223,000 | -2.2% | 1,451 | -10.6% | 0.05% | -26.0% |
| Q4 2018 | $228,000 | -16.2% | 1,623 | 0.0% | 0.07% | +10.6% |
| Q3 2018 | $272,000 | +2.3% | 1,623 | -7.7% | 0.07% | -9.6% |
| Q2 2018 | $266,000 | -19.4% | 1,758 | -21.4% | 0.07% | -15.1% |
| Q1 2018 | $330,000 | -8.6% | 2,238 | -4.2% | 0.09% | +8.9% |
| Q4 2017 | $361,000 | -21.2% | 2,336 | -20.3% | 0.08% | -24.0% |
| Q3 2017 | $458,000 | -18.7% | 2,931 | -19.3% | 0.10% | -22.4% |
| Q2 2017 | $563,000 | -32.1% | 3,631 | -33.9% | 0.13% | -31.3% |
| Q1 2017 | $829,000 | +80.2% | 5,491 | +68.6% | 0.20% | +58.5% |
| Q4 2016 | $460,000 | +98.3% | 3,257 | +110.1% | 0.12% | +123.6% |
| Q3 2016 | $232,000 | +3.6% | 1,550 | 0.0% | 0.06% | +5.8% |
| Q2 2016 | $224,000 | -17.3% | 1,550 | 0.0% | 0.05% | -1.9% |
| Q2 2015 | $271,000 | -83.1% | 1,550 | -97.2% | 0.05% | -82.0% |
| Q1 2015 | $1,606,000 | +586.3% | 56,270 | +3530.3% | 0.29% | +488.0% |
| Q4 2014 | $234,000 | +7.3% | 1,550 | 0.0% | 0.05% | -2.0% |
| Q3 2014 | $218,000 | +4.3% | 1,550 | 0.0% | 0.05% | 0.0% |
| Q2 2014 | $209,000 | +4.5% | 1,550 | 0.0% | 0.05% | -7.3% |
| Q1 2014 | $200,000 | – | 1,550 | – | 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% |