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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $40,000 | 0.0% | 236 | +0.4% | 0.04% | -7.9% |
| Q1 2019 | $40,000 | +8.1% | 235 | +3.5% | 0.04% | -2.6% |
| Q4 2018 | $37,000 | -7.5% | 227 | +12.9% | 0.04% | +18.2% |
| Q3 2018 | $40,000 | +14.3% | 201 | 0.0% | 0.03% | +6.5% |
| Q2 2018 | $35,000 | +9.4% | 201 | 0.0% | 0.03% | +14.8% |
| Q1 2018 | $32,000 | 0.0% | 201 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $32,000 | +6.7% | 201 | 0.0% | 0.03% | +8.0% |
| Q3 2017 | $30,000 | 0.0% | 201 | 0.0% | 0.02% | -7.4% |
| Q2 2017 | $30,000 | +11.1% | 201 | 0.0% | 0.03% | +12.5% |
| Q1 2017 | $27,000 | – | 201 | – | 0.02% | – |
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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% |