ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $844,369 | -30.8% | 3,431 | -28.1% | 0.01% | -33.3% |
| Q2 2023 | $1,220,166 | -35.8% | 4,770 | -38.0% | 0.02% | -40.0% |
| Q1 2023 | $1,900,798 | -33.3% | 7,689 | -27.8% | 0.03% | -40.0% |
| Q4 2022 | $2,849,025 | +126.5% | 10,643 | +116.1% | 0.05% | +100.0% |
| Q3 2022 | $1,258,000 | +203.1% | 4,926 | +203.3% | 0.02% | +212.5% |
| Q2 2022 | $415,000 | -23.7% | 1,624 | -15.5% | 0.01% | -11.1% |
| Q1 2022 | $544,000 | +2.8% | 1,922 | +5.5% | 0.01% | +12.5% |
| Q4 2021 | $529,000 | +29.3% | 1,822 | +13.9% | 0.01% | +14.3% |
| Q3 2021 | $409,000 | -7.0% | 1,599 | -3.3% | 0.01% | -12.5% |
| Q2 2021 | $440,000 | +40.1% | 1,653 | +32.6% | 0.01% | +14.3% |
| Q1 2021 | $314,000 | +18.5% | 1,247 | +10.5% | 0.01% | +16.7% |
| Q4 2020 | $265,000 | +30.5% | 1,129 | +12.5% | 0.01% | +20.0% |
| Q3 2020 | $203,000 | -14.7% | 1,004 | -18.7% | 0.01% | -28.6% |
| Q2 2020 | $238,000 | +15.5% | 1,235 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $206,000 | -74.0% | 1,235 | -68.6% | 0.01% | -69.6% |
| Q4 2019 | $791,000 | – | 3,938 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jackson Financial Management | 68,387 | $11,481,000 | 7.63% |
| SPC Financial, Inc. | 71,695 | $12,037,000 | 2.58% |
| Wharton Business Group, LLC | 102,745 | $17,250,000 | 1.78% |
| IBEX WEALTH ADVISORS | 22,692 | $3,810,000 | 1.34% |
| Concourse Capital Management, LLC | 7,600 | $1,276,000 | 1.29% |
| MinichMacGregor Wealth Management, LLC | 10,153 | $1,710,000 | 1.28% |
| MARTIN & CO INC /TN/ | 21,450 | $3,601,000 | 1.09% |
| Bruderman Asset Management, LLC | 27,742 | $4,658,000 | 1.02% |
| FMA ADVISORY INC | 13,172 | $2,212,000 | 1.01% |
| Genesee Capital Advisors, LLC | 3,422 | $575,000 | 0.69% |