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 2022 | $9,000 | -88.6% | 36 | -87.1% | 0.00% | -100.0% |
| Q1 2022 | $79,000 | -2.5% | 279 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $81,000 | -3.7% | 279 | -15.2% | 0.00% | +33.3% |
| Q3 2021 | $84,151 | -4.0% | 329 | 0.0% | 0.00% | -25.0% |
| Q2 2021 | $87,665 | +5.8% | 329 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $82,832 | +7.3% | 329 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $77,210 | +16.3% | 329 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $66,399 | +4.6% | 329 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $63,500 | -20.5% | 329 | -31.3% | 0.01% | -37.5% |
| Q1 2020 | $79,854 | +31.7% | 479 | +58.6% | 0.01% | +60.0% |
| Q4 2019 | $60,636 | +39.4% | 302 | +12.3% | 0.01% | +25.0% |
| Q3 2019 | $43,497 | -5.7% | 269 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $46,104 | – | 269 | – | 0.01% | – |
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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% |