ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 152 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.80 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $13,861,000 | +23.4% | 69,037 | -0.6% | 7.16% | +5.6% |
| Q3 2019 | $11,230,000 | -3.5% | 69,451 | +2.3% | 6.78% | -10.6% |
| Q2 2019 | $11,632,000 | +1.3% | 67,871 | -0.8% | 7.58% | -0.7% |
| Q1 2019 | $11,481,000 | +4.2% | 68,387 | +2.5% | 7.63% | -37.3% |
| Q4 2018 | $11,018,000 | -18.2% | 66,701 | -1.0% | 12.17% | +13.8% |
| Q3 2018 | $13,465,000 | +11.7% | 67,374 | -1.8% | 10.70% | -0.4% |
| Q2 2018 | $12,054,000 | +3.3% | 68,630 | -7.1% | 10.74% | +0.3% |
| Q1 2018 | $11,665,000 | -6.8% | 73,879 | -7.4% | 10.70% | -6.3% |
| Q4 2017 | $12,511,000 | – | 79,766 | – | 11.43% | – |
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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% |