ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 215 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.69 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,457 | -12.7% | 1,229 | -9.3% | 0.00% | 0.0% |
| Q2 2023 | $346,609 | -3.6% | 1,355 | -6.8% | 0.00% | 0.0% |
| Q1 2023 | $359,443 | +90898.2% | 1,454 | -1.6% | 0.00% | 0.0% |
| Q4 2022 | $395 | -99.9% | 1,477 | -3.0% | 0.00% | 0.0% |
| Q3 2022 | $389,000 | -0.5% | 1,523 | -0.5% | 0.00% | 0.0% |
| Q2 2022 | $391,000 | -9.7% | 1,530 | -0.1% | 0.00% | 0.0% |
| Q1 2022 | $433,000 | -8.1% | 1,531 | -5.7% | 0.00% | 0.0% |
| Q4 2021 | $471,000 | +22.0% | 1,623 | +7.6% | 0.00% | 0.0% |
| Q3 2021 | $386,000 | -4.0% | 1,508 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $402,000 | +5.8% | 1,508 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $380,000 | +4.4% | 1,508 | -2.8% | 0.00% | 0.0% |
| Q4 2020 | $364,000 | +16.3% | 1,551 | -0.1% | 0.00% | 0.0% |
| Q3 2020 | $313,000 | +2.6% | 1,552 | -1.7% | 0.00% | 0.0% |
| Q2 2020 | $305,000 | +16.4% | 1,579 | +0.3% | 0.00% | 0.0% |
| Q1 2020 | $262,000 | -37.3% | 1,574 | -24.4% | 0.00% | -50.0% |
| Q4 2019 | $418,000 | +41.2% | 2,082 | +13.6% | 0.00% | +100.0% |
| Q3 2019 | $296,000 | -5.7% | 1,832 | -0.1% | 0.00% | 0.0% |
| Q2 2019 | $314,000 | – | 1,833 | – | 0.00% | – |
Download | ||||||
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% |