ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 69 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $2,089,000 | -11.0% | 16,677 | -11.8% | 0.07% | -15.0% |
| Q3 2016 | $2,346,000 | -27.1% | 18,918 | -25.1% | 0.08% | -30.4% |
| Q2 2016 | $3,217,000 | +20.1% | 25,258 | +15.0% | 0.12% | +2.7% |
| Q1 2016 | $2,679,000 | -1.7% | 21,960 | +0.2% | 0.11% | -9.7% |
| Q4 2015 | $2,726,000 | +19.4% | 21,921 | +19.0% | 0.12% | -30.7% |
| Q3 2015 | $2,283,000 | +24.2% | 18,425 | +43.3% | 0.18% | +36.6% |
| Q2 2015 | $1,838,000 | +32.4% | 12,857 | +23.2% | 0.13% | +35.1% |
| Q1 2015 | $1,388,000 | +33.5% | 10,435 | +18.8% | 0.10% | -14.2% |
| Q4 2014 | $1,040,000 | +49.0% | 8,783 | +34.5% | 0.11% | +34.5% |
| Q3 2014 | $698,000 | -11.4% | 6,530 | -14.8% | 0.08% | -20.0% |
| Q2 2014 | $788,000 | -52.7% | 7,661 | -54.5% | 0.10% | -13.2% |
| Q1 2014 | $1,666,000 | +118.3% | 16,846 | +105.9% | 0.12% | +4.3% |
| Q4 2013 | $763,000 | +12.2% | 8,183 | +5.1% | 0.12% | -2.5% |
| Q3 2013 | $680,000 | -2.2% | 7,788 | -5.9% | 0.12% | -14.4% |
| Q2 2013 | $695,000 | – | 8,273 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jackson Financial Management | 79,766 | $12,511,000 | 11.43% |
| Spruce Investment Advisors LLC | 7,475 | $1,172,000 | 2.42% |
| Wharton Business Group, LLC | 60,580 | $9,501,000 | 0.99% |
| FMA ADVISORY INC | 12,001 | $1,882,000 | 0.88% |
| Certified Advisory Corp | 6,355 | $996,000 | 0.72% |
| Hills Bank & Trust Co | 13,409 | $2,103,000 | 0.62% |
| Crewe Advisors LLC | 3,110 | $488,000 | 0.48% |
| MURPHY CAPITAL MANAGEMENT INC | 21,675 | $3,399,000 | 0.47% |
| WESPAC Advisors, LLC | 3,084 | $484,000 | 0.45% |
| BerganKDV Wealth Management, LLC | 9,095 | $1,426,000 | 0.34% |