ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 215 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.69 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $72,177 | -3.8% | 293 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $75,022 | +3.5% | 293 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $72,487 | +517664.3% | 293 | +463.5% | 0.00% | +200.0% |
| Q4 2022 | $14 | -99.9% | 52 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | -95.2% | 52 | -95.1% | 0.00% | -90.9% |
| Q2 2022 | $272,000 | -21.8% | 1,065 | -13.3% | 0.01% | +22.2% |
| Q1 2022 | $348,000 | -7.2% | 1,229 | -4.9% | 0.01% | +12.5% |
| Q4 2021 | $375,000 | +19.4% | 1,293 | +5.4% | 0.01% | 0.0% |
| Q3 2021 | $314,000 | +0.3% | 1,227 | +4.5% | 0.01% | 0.0% |
| Q2 2021 | $313,000 | +0.3% | 1,174 | -5.2% | 0.01% | 0.0% |
| Q1 2021 | $312,000 | – | 1,238 | – | 0.01% | – |
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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% |