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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $770,180 | -16.9% | 15,880 | -3.3% | 0.36% | -13.5% |
| Q2 2023 | $927,073 | -1.0% | 16,420 | -5.4% | 0.42% | -7.8% |
| Q1 2023 | $936,814 | +0.8% | 17,355 | -1.9% | 0.45% | -2.6% |
| Q4 2022 | $929,686 | +4.5% | 17,685 | -6.2% | 0.46% | -10.3% |
| Q3 2022 | $890,000 | -6.4% | 18,854 | 0.0% | 0.52% | -6.2% |
| Q2 2022 | $951,000 | -18.6% | 18,854 | -1.6% | 0.55% | -16.2% |
| Q1 2022 | $1,168,000 | -9.9% | 19,153 | -2.7% | 0.66% | -16.2% |
| Q4 2021 | $1,297,000 | +4.9% | 19,693 | 0.0% | 0.78% | -0.5% |
| Q3 2021 | $1,236,000 | +4.8% | 19,693 | +503.2% | 0.79% | +3.0% |
| Q2 2021 | $1,179,000 | +7.2% | 3,265 | -2.0% | 0.76% | -4.6% |
| Q1 2021 | $1,100,000 | +0.9% | 3,330 | 0.0% | 0.80% | -12.7% |
| Q4 2020 | $1,090,000 | +11.6% | 3,330 | +2.1% | 0.92% | -7.8% |
| Q3 2020 | $977,000 | +13.2% | 3,260 | 0.0% | 0.99% | -4.7% |
| Q2 2020 | $863,000 | +20.9% | 3,260 | +2.8% | 1.04% | -6.2% |
| Q1 2020 | $714,000 | -14.8% | 3,170 | 0.0% | 1.11% | +11.4% |
| Q4 2019 | $838,000 | +5.4% | 3,170 | -1.4% | 1.00% | -3.3% |
| Q3 2019 | $795,000 | +2.7% | 3,215 | 0.0% | 1.03% | -3.5% |
| Q2 2019 | $774,000 | +4.0% | 3,215 | 0.0% | 1.07% | +0.3% |
| Q1 2019 | $744,000 | +14.3% | 3,215 | -1.4% | 1.06% | -2.5% |
| Q4 2018 | $651,000 | – | 3,260 | – | 1.09% | – |
Download | ||||||
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% |