ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 218 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 2.59 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,077 | -3.9% | 135 | 0.0% | 0.00% | – |
| Q1 2024 | $7,363 | +3.9% | 135 | +400.0% | 0.00% | -100.0% |
| Q4 2023 | $7,089 | +6.7% | 27 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $6,645 | -3.8% | 27 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $6,907 | +3.5% | 27 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,675 | -7.7% | 27 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,228 | – | 27 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MARTIN & CO INC /TN/ | 86,629 | $4,541,105 | 1.14% |
| Mason & Associates Inc | 75,936 | $3,980,560 | 1.06% |
| Wharton Business Group, LLC | 335,550 | $17,590 | 0.91% |
| Carl P. Sherr & Co., LLC | 15,955 | $836,361 | 0.47% |
| GARRISON POINT ADVISORS, LLC | 11,710 | $613,838 | 0.40% |
| LEUTHOLD GROUP, LLC | 56,942 | $2,984,900 | 0.34% |
| Meridian Financial, LLC | 8,140 | $426,707 | 0.31% |
| 49 WEALTH MANAGEMENT, LLC | 29,675 | $1,534,212 | 0.30% |
| Terra Nova Asset Management LLC | 6,688 | $350,570 | 0.28% |
| Sebold Capital Management, Inc. | 7,030 | $368,513 | 0.25% |