ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 485 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 6.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,134 | -14.1% | 44 | 0.0% | 0.00% | – |
| Q2 2023 | $2,484 | +4.6% | 44 | 0.0% | 0.00% | – |
| Q1 2023 | $2,375 | -100.0% | 44 | -100.0% | 0.00% | -100.0% |
| Q4 2021 | $11,429,000 | +1.8% | 173,563 | -2.9% | 0.90% | -10.5% |
| Q3 2021 | $11,224,000 | +8.0% | 178,786 | +521.3% | 1.00% | +5.8% |
| Q2 2021 | $10,388,000 | +9.9% | 28,774 | +0.6% | 0.95% | +6.2% |
| Q1 2021 | $9,450,000 | +2.5% | 28,608 | +1.6% | 0.89% | -7.0% |
| Q4 2020 | $9,217,000 | +19.6% | 28,158 | +9.5% | 0.96% | +4.0% |
| Q3 2020 | $7,707,000 | +0.1% | 25,723 | -11.6% | 0.92% | -11.7% |
| Q2 2020 | $7,701,000 | +16.8% | 29,085 | -0.6% | 1.05% | +7.9% |
| Q1 2020 | $6,591,000 | -26.9% | 29,246 | -14.3% | 0.97% | -4.3% |
| Q4 2019 | $9,017,000 | +8.1% | 34,113 | +1.1% | 1.01% | -0.5% |
| Q3 2019 | $8,341,000 | +1.5% | 33,738 | -1.1% | 1.02% | -0.4% |
| Q2 2019 | $8,216,000 | +15.3% | 34,129 | +10.9% | 1.02% | +6.7% |
| Q1 2019 | $7,128,000 | 0.0% | 30,786 | 0.0% | 0.96% | 0.0% |
| Q4 2018 | $7,128,000 | 0.0% | 30,786 | 0.0% | 0.96% | 0.0% |
| Q3 2018 | $7,128,000 | +0.5% | 30,786 | -12.9% | 0.96% | +2.0% |
| Q2 2018 | $7,094,000 | – | 35,352 | – | 0.94% | – |
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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% |