ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $942,944 | -20.4% | 19,442 | -7.4% | 0.10% | -18.1% |
| Q2 2023 | $1,185,217 | +49.0% | 20,992 | +42.4% | 0.12% | +39.8% |
| Q1 2023 | $795,642 | +1.4% | 14,739 | -1.3% | 0.08% | -5.7% |
| Q4 2022 | $784,884 | +10.5% | 14,930 | -0.8% | 0.09% | -14.6% |
| Q3 2022 | $710,000 | -6.0% | 15,052 | +0.5% | 0.10% | +2.0% |
| Q2 2022 | $755,000 | -17.8% | 14,976 | -0.6% | 0.10% | -8.2% |
| Q1 2022 | $918,000 | +289.0% | 15,065 | +319.9% | 0.11% | +254.8% |
| Q4 2021 | $236,000 | +10.3% | 3,588 | +5.4% | 0.03% | -3.1% |
| Q3 2021 | $214,000 | -23.8% | 3,404 | +296.3% | 0.03% | -56.8% |
| Q4 2020 | $281,000 | +6.4% | 859 | -2.6% | 0.07% | -9.8% |
| Q3 2020 | $264,000 | +17.9% | 882 | +3.9% | 0.08% | +6.5% |
| Q4 2019 | $224,000 | +0.4% | 849 | -5.0% | 0.08% | -3.8% |
| Q3 2019 | $223,000 | – | 894 | – | 0.08% | – |
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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% |