ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 119 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.96 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,112,000 | +13.2% | 10,520 | -8.8% | 0.02% | +7.1% |
| Q3 2019 | $1,865,000 | -6.4% | 11,534 | -0.7% | 0.01% | -6.7% |
| Q2 2019 | $1,993,000 | +0.2% | 11,621 | -1.9% | 0.02% | -6.2% |
| Q1 2019 | $1,989,000 | -0.1% | 11,842 | -1.6% | 0.02% | -20.0% |
| Q4 2018 | $1,990,000 | -23.0% | 12,039 | -6.9% | 0.02% | -23.1% |
| Q3 2018 | $2,583,000 | +51.7% | 12,930 | +33.4% | 0.03% | +13.0% |
| Q2 2018 | $1,703,000 | +27.7% | 9,695 | +14.8% | 0.02% | +27.8% |
| Q1 2018 | $1,334,000 | +17.6% | 8,447 | +17.0% | 0.02% | +20.0% |
| Q4 2017 | $1,134,000 | +4.8% | 7,222 | -1.4% | 0.02% | -11.8% |
| Q3 2017 | $1,082,000 | -24.7% | 7,327 | -24.3% | 0.02% | -32.0% |
| Q2 2017 | $1,437,000 | +93.1% | 9,673 | +74.5% | 0.02% | +66.7% |
| Q1 2017 | $744,000 | +107.2% | 5,542 | +93.4% | 0.02% | +87.5% |
| Q4 2016 | $359,000 | -71.0% | 2,865 | -71.3% | 0.01% | -73.3% |
| Q3 2016 | $1,236,000 | -21.8% | 9,971 | -19.8% | 0.03% | -28.6% |
| Q2 2016 | $1,580,000 | – | 12,439 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gruss & Co., LLC | 2,000 | $533,000 | 1.93% |
| Ayalon Insurance Comp Ltd. | 19,393 | $5,204,000 | 1.73% |
| Rothschild Capital Partners, LLC | 20,199 | $5,382,000 | 1.72% |
| Wharton Business Group, LLC | 66,570 | $17,738,000 | 1.38% |
| MARTIN & CO INC /TN/ | 18,410 | $4,906,000 | 1.22% |
| FMA ADVISORY INC | 12,310 | $3,280,000 | 1.22% |
| Aveo Capital Partners, LLC | 16,140 | $4,301,000 | 0.95% |
| Terra Nova Asset Management LLC | 3,666 | $977,000 | 0.84% |
| ASSETMARK, INC | 586,040 | $156,156,000 | 0.72% |
| Carl P. Sherr & Co., LLC | 3,465 | $923,000 | 0.64% |