ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 184 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.24 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $765,197 | +12.2% | 3,109 | +16.7% | 0.06% | +14.3% |
| Q2 2023 | $681,742 | +2.2% | 2,665 | -1.3% | 0.05% | +4.3% |
| Q1 2023 | $667,158 | +3.2% | 2,699 | +11.8% | 0.05% | -6.0% |
| Q4 2022 | $646,635 | +33.3% | 2,415 | +27.3% | 0.05% | +25.0% |
| Q3 2022 | $485,000 | +13.1% | 1,897 | +12.9% | 0.04% | +17.6% |
| Q2 2022 | $429,000 | -20.3% | 1,680 | -11.7% | 0.03% | -5.6% |
| Q1 2022 | $538,000 | -6.4% | 1,902 | -3.9% | 0.04% | -2.7% |
| Q4 2021 | $575,000 | +114.6% | 1,979 | +96.5% | 0.04% | +76.2% |
| Q2 2021 | $268,000 | +21.8% | 1,007 | +15.1% | 0.02% | 0.0% |
| Q1 2021 | $220,000 | -33.9% | 875 | -47.3% | 0.02% | -50.0% |
| Q4 2019 | $333,000 | – | 1,660 | – | 0.04% | – |
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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% |