ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $115,667 | -3.8% | 470 | 0.0% | 0.02% | +5.9% |
| Q2 2023 | $120,226 | +3.5% | 470 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $116,189 | -7.7% | 470 | 0.0% | 0.02% | -10.0% |
| Q4 2022 | $125,814 | +4.8% | 470 | 0.0% | 0.02% | -9.1% |
| Q3 2022 | $120,000 | 0.0% | 470 | 0.0% | 0.02% | +4.8% |
| Q2 2022 | $120,000 | -9.8% | 470 | 0.0% | 0.02% | +5.0% |
| Q1 2022 | $133,000 | -2.2% | 470 | 0.0% | 0.02% | +5.3% |
| Q4 2021 | $136,000 | +13.3% | 470 | 0.0% | 0.02% | +5.6% |
| Q3 2021 | $120,000 | -4.0% | 470 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $125,000 | +5.9% | 470 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $118,000 | +7.3% | 470 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $110,000 | +15.8% | 470 | 0.0% | 0.02% | +5.6% |
| Q3 2020 | $95,000 | +4.4% | 470 | 0.0% | 0.02% | -10.0% |
| Q2 2020 | $91,000 | +16.7% | 470 | 0.0% | 0.02% | -13.0% |
| Q1 2020 | $78,000 | -17.0% | 470 | 0.0% | 0.02% | +21.1% |
| Q4 2019 | $94,000 | +23.7% | 470 | 0.0% | 0.02% | +11.8% |
| Q3 2019 | $76,000 | -6.2% | 470 | 0.0% | 0.02% | -5.6% |
| Q2 2019 | $81,000 | +2.5% | 470 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $79,000 | +1.3% | 470 | 0.0% | 0.02% | -14.3% |
| Q4 2018 | $78,000 | -17.0% | 470 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $94,000 | +13.3% | 470 | 0.0% | 0.02% | +10.5% |
| Q2 2018 | $83,000 | +12.2% | 470 | 0.0% | 0.02% | +5.6% |
| Q1 2018 | $74,000 | 0.0% | 470 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $74,000 | – | 470 | – | 0.02% | – |
Download | ||||||
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% |