ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 562 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,304,720 | -14.9% | 47,520 | -0.9% | 1.71% | -10.9% |
| Q2 2023 | $2,707,257 | +2.0% | 47,950 | -2.5% | 1.92% | -1.8% |
| Q1 2023 | $2,654,736 | +6.4% | 49,180 | +3.6% | 1.96% | +2.5% |
| Q4 2022 | $2,495,498 | +6.9% | 47,470 | -4.0% | 1.91% | -2.2% |
| Q3 2022 | $2,334,000 | -12.6% | 49,470 | -6.6% | 1.95% | -2.2% |
| Q2 2022 | $2,672,000 | -17.7% | 52,970 | -0.5% | 2.00% | -1.0% |
| Q1 2022 | $3,245,000 | -9.3% | 53,225 | -2.1% | 2.02% | -0.8% |
| Q4 2021 | $3,579,000 | +4.9% | 54,350 | -0.0% | 2.03% | -6.7% |
| Q3 2021 | $3,413,000 | +4.4% | 54,370 | +500.4% | 2.18% | +4.0% |
| Q2 2021 | $3,269,000 | +7.0% | 9,055 | -2.1% | 2.09% | +0.9% |
| Q1 2021 | $3,054,000 | +5.3% | 9,245 | +4.3% | 2.08% | -0.5% |
| Q4 2020 | $2,900,000 | +15.3% | 8,860 | +5.5% | 2.08% | +8.7% |
| Q3 2020 | $2,515,000 | +20.2% | 8,395 | +6.2% | 1.92% | +12.2% |
| Q2 2020 | $2,093,000 | +23.9% | 7,905 | +23.7% | 1.71% | +44.2% |
| Q4 2019 | $1,689,000 | +9.3% | 6,390 | +2.2% | 1.18% | +3.6% |
| Q3 2019 | $1,545,000 | – | 6,250 | – | 1.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hall Private Wealth Advisors | 212,008 | $13,961,000 | 8.67% |
| Bullseye Investment Management, LLC | 136,626 | $8,997,000 | 6.55% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 200,973 | $13,234,000 | 5.65% |
| Madden Advisory Services, Inc. | 122,397 | $8,060,000 | 5.29% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1,067,020 | $70,270,000 | 5.04% |
| CUMBERLAND ADVISORS INC | 331,735 | $21,845,000 | 4.58% |
| Safeguard Investment Advisory Group, LLC | 110,697 | $7,289,000 | 4.25% |
| Diversified, LLC | 150,522 | $9,912,000 | 4.19% |
| Flaharty Asset Management, LLC | 343,176 | $22,598,000 | 4.16% |
| Ahrens Investment Partners LLC | 140,861 | $9,276,000 | 4.10% |