ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 209 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,609,983 | +19.6% | 6,542 | +24.3% | 0.89% | +16.3% |
| Q2 2023 | $1,345,790 | -0.6% | 5,261 | -4.7% | 0.77% | -10.1% |
| Q1 2023 | $1,354,156 | -11.4% | 5,522 | -3.3% | 0.85% | -14.5% |
| Q4 2022 | $1,528,363 | -8.4% | 5,709 | -12.5% | 1.00% | -11.5% |
| Q3 2022 | $1,668,000 | -5.4% | 6,528 | -5.5% | 1.13% | -7.5% |
| Q2 2022 | $1,764,000 | -13.8% | 6,907 | -4.5% | 1.22% | -1.1% |
| Q1 2022 | $2,046,000 | +50.2% | 7,232 | +54.1% | 1.23% | +39.1% |
| Q4 2021 | $1,362,000 | – | 4,693 | – | 0.89% | – |
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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% |