ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,293,687 | +1.6% | 40,625 | -2.9% | 0.74% | -5.5% |
| Q1 2023 | $2,257,713 | +2.5% | 41,825 | -0.1% | 0.78% | -2.3% |
| Q4 2022 | $2,201,894 | +11.4% | 41,885 | 0.0% | 0.80% | +5.7% |
| Q3 2022 | $1,976,000 | -6.5% | 41,885 | 0.0% | 0.76% | +0.1% |
| Q2 2022 | $2,113,000 | -17.2% | 41,885 | 0.0% | 0.76% | +0.8% |
| Q1 2022 | $2,553,000 | -8.8% | 41,885 | -1.4% | 0.75% | +12.5% |
| Q4 2021 | $2,798,000 | +0.5% | 42,485 | -4.2% | 0.67% | -7.8% |
| Q3 2021 | $2,784,000 | +4.3% | 44,340 | +500.0% | 0.72% | +5.6% |
| Q2 2021 | $2,668,000 | +9.3% | 7,390 | 0.0% | 0.68% | +1.2% |
| Q1 2021 | $2,441,000 | +0.2% | 7,390 | -0.7% | 0.68% | -0.4% |
| Q4 2020 | $2,435,000 | +9.5% | 7,440 | +0.3% | 0.68% | -2.2% |
| Q3 2020 | $2,223,000 | +12.6% | 7,420 | -0.5% | 0.69% | +5.5% |
| Q2 2020 | $1,974,000 | +22.7% | 7,455 | +4.4% | 0.66% | -5.2% |
| Q1 2020 | $1,609,000 | -17.6% | 7,140 | -3.4% | 0.69% | +4.4% |
| Q4 2019 | $1,953,000 | – | 7,390 | – | 0.66% | – |
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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% |