ASSETMARK, INC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 203 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.13 and the average weighting 0.1%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$3,461
-7.7%
140.0%0.00%
Q4 2022$3,748
-6.3%
140.0%0.00%
Q3 2022$4,000
-100.0%
14
-100.0%
0.00%
-100.0%
Q2 2022$74,921,000
+440611.8%
293,312
+444312.1%
0.34%
Q3 2021$17,000
-100.0%
66
-100.0%
0.00%
-100.0%
Q2 2021$156,156,000
+7807700.0%
586,040
+7325400.0%
0.72%
Q4 2020$2,000
-50.0%
8
-75.8%
0.00%
Q3 2014$4,000
+33.3%
330.0%0.00%
Q2 2014$3,0000.0%330.0%0.00%
Q1 2014$3,0000.0%330.0%0.00%
Q4 2013$3,0000.0%330.0%0.00%
Q3 2013$3,000330.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Jackson Financial Management 68,387$11,481,0007.63%
SPC Financial, Inc. 71,695$12,037,0002.58%
Wharton Business Group, LLC 102,745$17,250,0001.78%
IBEX WEALTH ADVISORS 22,692$3,810,0001.34%
Concourse Capital Management, LLC 7,600$1,276,0001.29%
MinichMacGregor Wealth Management, LLC 10,153$1,710,0001.28%
MARTIN & CO INC /TN/ 21,450$3,601,0001.09%
Bruderman Asset Management, LLC 27,742$4,658,0001.02%
FMA ADVISORY INC 13,172$2,212,0001.01%
Genesee Capital Advisors, LLC 3,422$575,0000.69%
View complete list of ISHARES TR shareholders