ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 197 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.26 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277,355 | -21.3% | 1,127 | -21.0% | 0.00% | -57.1% |
| Q1 2023 | $352,521 | +3.1% | 1,426 | +11.7% | 0.01% | -30.0% |
| Q4 2022 | $341,840 | +37.3% | 1,277 | +29.0% | 0.01% | -28.6% |
| Q1 2021 | $249,000 | -31.6% | 990 | -56.0% | 0.01% | +366.7% |
| Q3 2019 | $364,000 | +46.8% | 2,249 | +52.5% | 0.00% | +50.0% |
| Q1 2019 | $248,000 | -88.2% | 1,475 | -88.4% | 0.00% | -92.3% |
| Q4 2018 | $2,096,000 | +598.7% | 12,688 | +642.9% | 0.03% | +2500.0% |
| Q2 2018 | $300,000 | -84.8% | 1,708 | -86.4% | 0.00% | -98.1% |
| Q4 2017 | $1,975,000 | -26.8% | 12,595 | -31.0% | 0.05% | -78.5% |
| Q3 2017 | $2,698,000 | – | 18,261 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| XPONANCE, INC. | 97,440 | $12,410,000 | 4.57% |
| MinichMacGregor Wealth Management, LLC | 24,757 | $3,153,000 | 2.98% |
| SPC Financial, Inc. | 60,819 | $7,747,000 | 2.80% |
| Spruce Investment Advisors LLC | 22,438 | $2,858,000 | 1.62% |
| BerganKDV Wealth Management, LLC | 40,389 | $5,009,000 | 1.25% |
| HRT FINANCIAL LP | 14,878 | $1,895,000 | 1.15% |
| VICUS CAPITAL | 30,717 | $3,912,000 | 0.95% |
| Mirae Asset Global Investments Co., Ltd. | 267,764 | $34,105,000 | 0.88% |
| Glassman Wealth Services | 7,400 | $943,000 | 0.81% |
| Wharton Business Group, LLC | 49,820 | $6,346,000 | 0.75% |