ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 98 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 1.27 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $9,395,000 | +7.6% | 70,609 | -4.3% | 0.42% | +6.1% |
| Q4 2014 | $8,731,000 | +0.8% | 73,759 | -9.0% | 0.40% | +2.6% |
| Q3 2014 | $8,663,000 | +2.0% | 81,065 | -1.8% | 0.39% | +4.6% |
| Q2 2014 | $8,489,000 | +2.8% | 82,559 | -1.1% | 0.37% | -2.1% |
| Q1 2014 | $8,254,000 | +7.6% | 83,507 | +1.5% | 0.38% | +12.5% |
| Q4 2013 | $7,674,000 | +7.7% | 82,296 | +0.8% | 0.34% | -1.5% |
| Q3 2013 | $7,123,000 | +6.5% | 81,636 | +2.5% | 0.34% | +0.3% |
| Q2 2013 | $6,688,000 | – | 79,625 | – | 0.34% | – |
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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% |