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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,884 | -3.8% | 158 | 0.0% | 0.00% | – |
| Q2 2023 | $40,416 | +3.5% | 158 | 0.0% | 0.00% | – |
| Q1 2023 | $39,059 | -7.7% | 158 | 0.0% | 0.00% | – |
| Q4 2022 | $42,295 | +5.7% | 158 | 0.0% | 0.00% | – |
| Q3 2022 | $40,000 | 0.0% | 158 | 0.0% | 0.00% | – |
| Q2 2022 | $40,000 | -16.7% | 158 | -6.0% | 0.00% | – |
| Q1 2022 | $48,000 | +4.3% | 168 | +6.3% | 0.00% | – |
| Q4 2021 | $46,000 | +15.0% | 158 | 0.0% | 0.00% | – |
| Q3 2021 | $40,000 | -4.8% | 158 | 0.0% | 0.00% | – |
| Q2 2021 | $42,000 | +5.0% | 158 | 0.0% | 0.00% | – |
| Q1 2021 | $40,000 | +110.5% | 158 | +90.4% | 0.00% | – |
| Q4 2020 | $19,000 | +850.0% | 83 | +937.5% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 8 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | +100.0% | 8 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -66.7% | 8 | -50.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | -62.5% | 16 | -66.7% | 0.00% | – |
| Q1 2019 | $8,000 | 0.0% | 48 | +4.3% | 0.00% | – |
| Q4 2018 | $8,000 | -11.1% | 46 | 0.0% | 0.00% | – |
| Q3 2018 | $9,000 | +12.5% | 46 | 0.0% | 0.00% | – |
| Q2 2018 | $8,000 | +14.3% | 46 | 0.0% | 0.00% | – |
| Q1 2018 | $7,000 | – | 46 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gruss & Co., LLC | 2,000 | $533,000 | 1.93% |
| Ayalon Insurance Comp Ltd. | 19,393 | $5,204,000 | 1.73% |
| Rothschild Capital Partners, LLC | 20,199 | $5,382,000 | 1.72% |
| Wharton Business Group, LLC | 66,570 | $17,738,000 | 1.38% |
| MARTIN & CO INC /TN/ | 18,410 | $4,906,000 | 1.22% |
| FMA ADVISORY INC | 12,310 | $3,280,000 | 1.22% |
| Aveo Capital Partners, LLC | 16,140 | $4,301,000 | 0.95% |
| Terra Nova Asset Management LLC | 3,666 | $977,000 | 0.84% |
| ASSETMARK, INC | 586,040 | $156,156,000 | 0.72% |
| Carl P. Sherr & Co., LLC | 3,465 | $923,000 | 0.64% |