ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 197 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.26 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,293,993 | 0.0% | 5,059 | 0.0% | 1.18% | 0.0% |
| Q2 2023 | $1,293,993 | +8.4% | 5,059 | +4.7% | 1.18% | +0.6% |
| Q1 2023 | $1,194,211 | +6.8% | 4,831 | +15.6% | 1.17% | -0.2% |
| Q4 2022 | $1,118,430 | +1.7% | 4,178 | -3.0% | 1.17% | -2.4% |
| Q3 2022 | $1,100,000 | +2.7% | 4,305 | +2.7% | 1.20% | +0.8% |
| Q2 2022 | $1,071,000 | -2.4% | 4,192 | +8.1% | 1.19% | +16.9% |
| Q1 2022 | $1,097,000 | +1.1% | 3,879 | +3.7% | 1.02% | +25.5% |
| Q4 2021 | $1,085,000 | +10.3% | 3,739 | -2.8% | 0.81% | +2.9% |
| Q3 2021 | $984,000 | +0.7% | 3,848 | +5.0% | 0.79% | -5.8% |
| Q2 2021 | $977,000 | -5.2% | 3,666 | -10.5% | 0.84% | -7.9% |
| Q1 2021 | $1,031,000 | -10.9% | 4,097 | -16.9% | 0.91% | -21.9% |
| Q4 2020 | $1,157,000 | +30.4% | 4,928 | -8.2% | 1.17% | -51.2% |
| Q4 2018 | $887,000 | -17.9% | 5,367 | -0.7% | 2.39% | +46.3% |
| Q3 2018 | $1,080,000 | – | 5,403 | – | 1.63% | – |
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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% |