ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
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 | 216,108 | $10,196,000 | 5.87% |
| CUMBERLAND ADVISORS INC | 308,050 | $14,534,000 | 5.79% |
| Crumly & Associates Inc. | 241,605 | $11,399,000 | 4.70% |
| Ulrich Consultants & Investment Group, LLC | 115,045 | $5,428,000 | 4.19% |
| Safeguard Investment Advisory Group, LLC | 124,770 | $5,886,000 | 4.03% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 172,499 | $8,138,000 | 3.87% |
| Flaharty Asset Management, LLC | 378,713 | $17,868,000 | 3.68% |
| Madden Advisory Services, Inc. | 81,074 | $3,825,000 | 3.06% |
| Ahrens Investment Partners LLC | 121,933 | $5,753,000 | 3.03% |
| Stonebridge Financial Planning Group, LLC | 91,759 | $4,329,000 | 3.03% |