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 | $171,040 | -3.8% | 695 | 0.0% | 0.09% | +1.2% |
| Q2 2023 | $177,781 | -26.2% | 695 | -28.7% | 0.08% | -32.0% |
| Q1 2023 | $241,030 | -7.7% | 975 | 0.0% | 0.12% | -4.6% |
| Q4 2022 | $260,998 | +4.8% | 975 | 0.0% | 0.13% | -6.4% |
| Q3 2022 | $249,000 | 0.0% | 975 | 0.0% | 0.14% | +8.5% |
| Q2 2022 | $249,000 | -34.1% | 975 | -27.0% | 0.13% | -30.3% |
| Q1 2022 | $378,000 | -2.6% | 1,335 | 0.0% | 0.18% | 0.0% |
| Q4 2021 | $388,000 | +13.8% | 1,335 | 0.0% | 0.18% | +2.2% |
| Q3 2021 | $341,000 | -4.2% | 1,335 | 0.0% | 0.18% | -8.1% |
| Q2 2021 | $356,000 | +6.0% | 1,335 | 0.0% | 0.20% | -5.3% |
| Q1 2021 | $336,000 | -0.6% | 1,335 | -7.3% | 0.21% | -7.6% |
| Q4 2020 | $338,000 | +16.2% | 1,440 | 0.0% | 0.22% | -4.7% |
| Q3 2020 | $291,000 | +4.7% | 1,440 | 0.0% | 0.24% | +5.4% |
| Q2 2020 | $278,000 | +15.8% | 1,440 | 0.0% | 0.22% | -8.9% |
| Q1 2020 | $240,000 | -17.0% | 1,440 | 0.0% | 0.25% | +5.6% |
| Q4 2019 | $289,000 | – | 1,440 | – | 0.23% | – |
Download | ||||||
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% |