ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 549 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,250 | -14.1% | 500 | 0.0% | 0.01% | -11.1% |
| Q2 2023 | $28,230 | +4.6% | 500 | 0.0% | 0.01% | +12.5% |
| Q1 2023 | $26,990 | -14.4% | 500 | -16.7% | 0.01% | -20.0% |
| Q4 2022 | $31,542 | +12.6% | 600 | 0.0% | 0.01% | +11.1% |
| Q3 2022 | $28,000 | -6.7% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $30,000 | -18.9% | 600 | 0.0% | 0.01% | -10.0% |
| Q1 2022 | $37,000 | -7.5% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $40,000 | +110.5% | 600 | +100.0% | 0.01% | +100.0% |
| Q3 2021 | $19,000 | +5.6% | 300 | +500.0% | 0.01% | 0.0% |
| Q2 2021 | $18,000 | +5.9% | 50 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $17,000 | +6.2% | 50 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $16,000 | +6.7% | 50 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | +15.4% | 50 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $13,000 | – | 50 | – | 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% |