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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,025 | -99.9% | 4,148 | -38.6% | 0.08% | +25.4% |
| Q1 2021 | $1,819,000 | +20.8% | 6,759 | +5.3% | 0.06% | -1.6% |
| Q4 2020 | $1,506,000 | +13.7% | 6,417 | -2.3% | 0.06% | -3.0% |
| Q3 2020 | $1,325,000 | -1.2% | 6,566 | -5.5% | 0.07% | -10.8% |
| Q2 2020 | $1,341,000 | +14.2% | 6,945 | -1.4% | 0.07% | -14.9% |
| Q1 2020 | $1,174,000 | -18.1% | 7,045 | -1.3% | 0.09% | -20.2% |
| Q4 2019 | $1,433,000 | +22.4% | 7,140 | -1.4% | 0.11% | +12.4% |
| Q3 2019 | $1,171,000 | -36.8% | 7,242 | -34.4% | 0.10% | -53.1% |
| Q1 2019 | $1,852,000 | -23.3% | 11,034 | -24.5% | 0.21% | -39.5% |
| Q4 2018 | $2,416,000 | – | 14,624 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jackson Financial Management | 68,387 | $11,481,000 | 7.63% |
| SPC Financial, Inc. | 71,695 | $12,037,000 | 2.58% |
| Wharton Business Group, LLC | 102,745 | $17,250,000 | 1.78% |
| IBEX WEALTH ADVISORS | 22,692 | $3,810,000 | 1.34% |
| Concourse Capital Management, LLC | 7,600 | $1,276,000 | 1.29% |
| MinichMacGregor Wealth Management, LLC | 10,153 | $1,710,000 | 1.28% |
| MARTIN & CO INC /TN/ | 21,450 | $3,601,000 | 1.09% |
| Bruderman Asset Management, LLC | 27,742 | $4,658,000 | 1.02% |
| FMA ADVISORY INC | 13,172 | $2,212,000 | 1.01% |
| Genesee Capital Advisors, LLC | 3,422 | $575,000 | 0.69% |