Haverford Trust Co - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 210 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.13 and the average weighting 0.1%.

Quarter-by-quarter ownership
Haverford Trust Co ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$386,073
-3.9%
7,3650.0%0.00%0.0%
Q1 2024$401,687
+3.9%
7,365
+400.0%
0.00%0.0%
Q4 2023$386,736
+6.7%
1,4730.0%0.00%0.0%
Q3 2023$362,505
-3.8%
1,4730.0%0.00%0.0%
Q2 2023$376,793
+3.5%
1,4730.0%0.00%0.0%
Q1 2023$364,140
-7.7%
1,4730.0%0.00%
-20.0%
Q4 2022$394,307
+4.9%
1,4730.0%0.01%0.0%
Q3 2022$376,0000.0%1,4730.0%0.01%0.0%
Q2 2022$376,000
-9.8%
1,4730.0%0.01%0.0%
Q1 2022$417,000
-2.6%
1,4730.0%0.01%0.0%
Q4 2021$428,000
+13.5%
1,4730.0%0.01%0.0%
Q3 2021$377,000
-51.9%
1,473
-21.0%
0.01%0.0%
Q2 2021$784,000
+111.3%
1,865
+26.6%
0.01%0.0%
Q1 2021$371,000
+7.2%
1,4730.0%0.01%0.0%
Q4 2020$346,000
+16.5%
1,4730.0%0.01%0.0%
Q3 2020$297,000
+4.6%
1,4730.0%0.01%0.0%
Q2 2020$284,000
+15.4%
1,4730.0%0.01%0.0%
Q1 2020$246,000
-16.9%
1,4730.0%0.01%0.0%
Q4 2019$296,000
+24.4%
1,4730.0%0.01%
+25.0%
Q3 2019$238,000
-5.6%
1,4730.0%0.00%
-20.0%
Q2 2019$252,000
-0.4%
1,473
-2.1%
0.01%0.0%
Q1 2019$253,000
+2.0%
1,5040.0%0.01%0.0%
Q4 2018$248,000
-17.6%
1,5040.0%0.01%
-16.7%
Q3 2018$301,000
+14.0%
1,5040.0%0.01%
+20.0%
Q2 2018$264,000
+11.4%
1,5040.0%0.01%0.0%
Q1 2018$237,000
+0.4%
1,5040.0%0.01%0.0%
Q4 2017$236,000
+6.3%
1,5040.0%0.01%0.0%
Q3 2017$222,000
-0.4%
1,5040.0%0.01%0.0%
Q2 2017$223,0001,5040.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
MARTIN & CO INC /TN/ 86,629$4,541,1051.14%
Mason & Associates Inc 75,936$3,980,5601.06%
Wharton Business Group, LLC 335,550$17,5900.91%
Carl P. Sherr & Co., LLC 15,955$836,3610.47%
GARRISON POINT ADVISORS, LLC 11,710$613,8380.40%
LEUTHOLD GROUP, LLC 56,942$2,984,9000.34%
Meridian Financial, LLC 8,140$426,7070.31%
49 WEALTH MANAGEMENT, LLC 29,675$1,534,2120.30%
Terra Nova Asset Management LLC 6,688$350,5700.28%
Sebold Capital Management, Inc. 7,030$368,5130.25%
View complete list of ISHARES TR shareholders