ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 206 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18 | -77.8% | 77 | -75.9% | 0.00% | – |
| Q2 2023 | $81 | +523.1% | 320 | +492.6% | 0.00% | – |
| Q1 2023 | $13 | -100.0% | 54 | -92.7% | 0.00% | – |
| Q3 2022 | $188,000 | +224.1% | 737 | +268.5% | 0.00% | – |
| Q4 2021 | $58,000 | -71.6% | 200 | -75.3% | 0.00% | – |
| Q1 2021 | $204,000 | -21.8% | 811 | -48.2% | 0.00% | – |
| Q1 2020 | $261,000 | +1640.0% | 1,567 | +1909.0% | 0.00% | – |
| Q4 2019 | $15,000 | -90.3% | 78 | -91.4% | 0.00% | – |
| Q2 2019 | $155,000 | +287.5% | 905 | +277.1% | 0.00% | – |
| Q1 2019 | $40,000 | +300.0% | 240 | +293.4% | 0.00% | – |
| Q2 2018 | $10,000 | -58.3% | 61 | -62.8% | 0.00% | -100.0% |
| Q2 2017 | $24,000 | +380.0% | 164 | +256.5% | 0.00% | – |
| Q4 2016 | $5,000 | -88.6% | 46 | -86.7% | 0.00% | -100.0% |
| Q2 2016 | $44,000 | -27.9% | 347 | -31.2% | 0.00% | -40.0% |
| Q1 2016 | $61,000 | +662.5% | 504 | +726.2% | 0.01% | +400.0% |
| Q2 2015 | $8,000 | – | 61 | – | 0.00% | – |
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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% |