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 | $3,909,682 | -14.9% | 80,612 | -0.9% | 1.13% | -10.8% |
| Q2 2023 | $4,593,698 | +0.9% | 81,362 | -3.6% | 1.26% | -5.7% |
| Q1 2023 | $4,554,400 | -4.3% | 84,372 | -6.8% | 1.34% | -10.8% |
| Q4 2022 | $4,758,741 | +9.9% | 90,522 | -1.4% | 1.50% | +4.0% |
| Q3 2022 | $4,330,000 | -7.8% | 91,772 | -1.5% | 1.44% | -1.6% |
| Q2 2022 | $4,698,000 | -17.8% | 93,152 | -0.7% | 1.47% | +0.3% |
| Q1 2022 | $5,717,000 | -9.5% | 93,782 | -2.3% | 1.46% | -1.4% |
| Q4 2021 | $6,318,000 | +4.8% | 95,958 | -0.1% | 1.48% | -6.1% |
| Q3 2021 | $6,029,000 | +4.5% | 96,028 | +500.6% | 1.58% | +4.2% |
| Q2 2021 | $5,772,000 | +12.7% | 15,988 | +3.2% | 1.52% | +4.1% |
| Q1 2021 | $5,120,000 | +0.2% | 15,499 | -0.7% | 1.46% | +0.3% |
| Q4 2020 | $5,110,000 | +9.5% | 15,612 | +0.2% | 1.45% | -2.6% |
| Q3 2020 | $4,667,000 | +24.0% | 15,577 | +9.6% | 1.49% | +10.5% |
| Q2 2020 | $3,764,000 | +1325.8% | 14,218 | +1115.2% | 1.35% | +1014.9% |
| Q1 2020 | $264,000 | 0.0% | 1,170 | +17.0% | 0.12% | +22.2% |
| Q4 2019 | $264,000 | +6.9% | 1,000 | 0.0% | 0.10% | +3.1% |
| Q3 2019 | $247,000 | +2.5% | 1,000 | 0.0% | 0.10% | +1.1% |
| Q2 2019 | $241,000 | +3.9% | 1,000 | 0.0% | 0.10% | +1.1% |
| Q1 2019 | $232,000 | +2.2% | 1,000 | 0.0% | 0.09% | +6.8% |
| Q3 2018 | $227,000 | +12.9% | 1,000 | 0.0% | 0.09% | +6.0% |
| Q2 2018 | $201,000 | – | 1,000 | – | 0.08% | – |
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% |