ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 212 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,185 | -3.8% | 850 | 0.0% | 0.05% | +2.2% |
| Q2 2023 | $217,430 | +3.5% | 850 | 0.0% | 0.05% | -2.1% |
| Q1 2023 | $210,129 | -7.7% | 850 | 0.0% | 0.05% | -11.3% |
| Q4 2022 | $227,537 | +4.9% | 850 | 0.0% | 0.05% | -1.9% |
| Q3 2022 | $217,000 | 0.0% | 850 | 0.0% | 0.05% | +12.5% |
| Q2 2022 | $217,000 | -9.6% | 850 | 0.0% | 0.05% | +9.1% |
| Q1 2022 | $240,000 | -2.8% | 850 | 0.0% | 0.04% | +7.3% |
| Q4 2021 | $247,000 | +13.8% | 850 | 0.0% | 0.04% | +7.9% |
| Q3 2021 | $217,000 | -4.0% | 850 | 0.0% | 0.04% | -5.0% |
| Q2 2021 | $226,000 | +5.6% | 850 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $214,000 | – | 850 | – | 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% |