ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 149 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 4.12 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $462,000 | +6.0% | 1,733 | 0.0% | 0.09% | +1.1% |
| Q1 2021 | $436,000 | +7.1% | 1,733 | 0.0% | 0.09% | +13.8% |
| Q4 2020 | $407,000 | +16.3% | 1,733 | -0.2% | 0.08% | -17.5% |
| Q3 2020 | $350,000 | +4.5% | 1,736 | 0.0% | 0.10% | -17.8% |
| Q2 2020 | $335,000 | -37.5% | 1,736 | -46.0% | 0.12% | -61.7% |
| Q1 2020 | $536,000 | -8.1% | 3,216 | +10.8% | 0.31% | +14.9% |
| Q4 2019 | $583,000 | – | 2,902 | – | 0.27% | – |
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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% |