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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $275,000 | +1.9% | 833 | +0.8% | 0.09% | -4.1% |
| Q4 2020 | $270,000 | +10.7% | 826 | +1.6% | 0.10% | -1.0% |
| Q3 2020 | $244,000 | +14.6% | 813 | +1.1% | 0.10% | +3.2% |
| Q2 2020 | $213,000 | +0.9% | 804 | -2.0% | 0.10% | -13.6% |
| Q1 2020 | $211,000 | -4.5% | 820 | 0.0% | 0.11% | +11.1% |
| Q4 2019 | $221,000 | +8.9% | 820 | 0.0% | 0.10% | 0.0% |
| Q3 2019 | $203,000 | +30.1% | 820 | +26.9% | 0.10% | +30.3% |
| Q2 2019 | $156,000 | +4.0% | 646 | 0.0% | 0.08% | 0.0% |
| Q1 2019 | $150,000 | +16.3% | 646 | 0.0% | 0.08% | +1.3% |
| Q4 2018 | $129,000 | -12.2% | 646 | 0.0% | 0.08% | +23.0% |
| Q3 2018 | $147,000 | +13.1% | 646 | 0.0% | 0.06% | +7.0% |
| Q2 2018 | $130,000 | +8.3% | 646 | 0.0% | 0.06% | +7.5% |
| Q1 2018 | $120,000 | – | 646 | – | 0.05% | – |
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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% |