ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $32,204,468 | +2.7% | 596,600 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $31,363,262 | +9.9% | 596,600 | 0.0% | 0.04% | +8.3% |
| Q3 2022 | $28,529,000 | -5.2% | 596,600 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $30,093,000 | -17.3% | 596,600 | 0.0% | 0.04% | +6.1% |
| Q1 2022 | $36,369,000 | -10.4% | 596,600 | -3.2% | 0.03% | -2.9% |
| Q4 2021 | $40,575,000 | +5.0% | 616,181 | +0.1% | 0.03% | -15.0% |
| Q3 2021 | $38,635,000 | +39.2% | 615,395 | +41.1% | 0.04% | +42.9% |
| Q2 2021 | $27,761,000 | -45.9% | 436,085 | +180.7% | 0.03% | -50.9% |
| Q1 2021 | $51,331,000 | +1.0% | 155,379 | +0.1% | 0.06% | -8.1% |
| Q4 2020 | $50,814,000 | +9.8% | 155,253 | +0.5% | 0.06% | -3.1% |
| Q3 2020 | $46,296,000 | +50.2% | 154,519 | +32.8% | 0.06% | +45.5% |
| Q2 2020 | $30,815,000 | +805.5% | 116,382 | +670.6% | 0.04% | +633.3% |
| Q1 2020 | $3,403,000 | -28.4% | 15,103 | -16.0% | 0.01% | -14.3% |
| Q4 2019 | $4,754,000 | – | 17,986 | – | 0.01% | – |
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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% |