ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 157 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 15.08 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $264,000 | +24.5% | 1,315 | 0.0% | 0.10% | +11.8% |
| Q3 2019 | $212,000 | -5.8% | 1,315 | 0.0% | 0.09% | -7.0% |
| Q2 2019 | $225,000 | +1.8% | 1,315 | -0.2% | 0.10% | -1.0% |
| Q1 2019 | $221,000 | +1.8% | 1,318 | 0.0% | 0.10% | -5.6% |
| Q4 2018 | $217,000 | -17.5% | 1,318 | 0.0% | 0.11% | -1.8% |
| Q3 2018 | $263,000 | +13.9% | 1,318 | 0.0% | 0.11% | -0.9% |
| Q2 2018 | $231,000 | +11.1% | 1,318 | 0.0% | 0.11% | +7.8% |
| Q1 2018 | $208,000 | +1.0% | 1,318 | 0.0% | 0.10% | +3.0% |
| Q4 2017 | $206,000 | -8.4% | 1,318 | -21.7% | 0.10% | -15.4% |
| Q1 2017 | $225,000 | -12.8% | 1,684 | -18.3% | 0.12% | -16.4% |
| Q4 2016 | $258,000 | -11.3% | 2,061 | -12.4% | 0.14% | -14.6% |
| Q3 2016 | $291,000 | – | 2,352 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MARTIN & CO INC /TN/ | 86,629 | $4,541,105 | 1.14% |
| Mason & Associates Inc | 75,936 | $3,980,560 | 1.06% |
| Wharton Business Group, LLC | 335,550 | $17,590 | 0.91% |
| Carl P. Sherr & Co., LLC | 15,955 | $836,361 | 0.47% |
| GARRISON POINT ADVISORS, LLC | 11,710 | $613,838 | 0.40% |
| LEUTHOLD GROUP, LLC | 56,942 | $2,984,900 | 0.34% |
| Meridian Financial, LLC | 8,140 | $426,707 | 0.31% |
| 49 WEALTH MANAGEMENT, LLC | 29,675 | $1,534,212 | 0.30% |
| Terra Nova Asset Management LLC | 6,688 | $350,570 | 0.28% |
| Sebold Capital Management, Inc. | 7,030 | $368,513 | 0.25% |