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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,046 | +16.5% | 12,378 | +21.1% | 0.14% | +25.4% |
| Q2 2023 | $2,615 | +17.7% | 10,224 | +13.7% | 0.11% | +26.7% |
| Q1 2023 | $2,222 | – | 8,990 | – | 0.09% | – |
| Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $1,208,000 | +2.4% | 4,798 | -4.6% | 0.06% | -19.8% |
| Q4 2020 | $1,180,000 | +100.3% | 5,030 | +72.4% | 0.08% | +84.1% |
| Q3 2020 | $589,000 | – | 2,917 | – | 0.04% | – |
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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% |