ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,375 | -14.1% | 750 | 0.0% | 0.01% | -14.3% |
| Q2 2023 | $42,345 | +4.6% | 750 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $40,485 | +103707.7% | 750 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $39 | -99.9% | 750 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $35,000 | -7.9% | 750 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $38,000 | -17.4% | 750 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $46,000 | -6.1% | 750 | 0.0% | 0.01% | -10.0% |
| Q4 2021 | $49,000 | +4.3% | 750 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $47,000 | +4.4% | 750 | +500.0% | 0.01% | 0.0% |
| Q2 2021 | $45,000 | +9.8% | 125 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $41,000 | -45.3% | 125 | -45.2% | 0.01% | -47.4% |
| Q4 2020 | $75,000 | +10.3% | 228 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $68,000 | +13.3% | 228 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $60,000 | +17.6% | 228 | 0.0% | 0.02% | -5.0% |
| Q1 2020 | $51,000 | -15.0% | 228 | 0.0% | 0.02% | +11.1% |
| Q4 2019 | $60,000 | -35.5% | 228 | -39.2% | 0.02% | -37.9% |
| Q3 2019 | $93,000 | +3.3% | 375 | 0.0% | 0.03% | +3.6% |
| Q2 2019 | $90,000 | +3.4% | 375 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $87,000 | +16.0% | 375 | 0.0% | 0.03% | +3.7% |
| Q4 2018 | $75,000 | -11.8% | 375 | 0.0% | 0.03% | +12.5% |
| Q3 2018 | $85,000 | +13.3% | 375 | 0.0% | 0.02% | +14.3% |
| Q2 2018 | $75,000 | +8.7% | 375 | 0.0% | 0.02% | +5.0% |
| Q1 2018 | $69,000 | -46.9% | 375 | -50.0% | 0.02% | -45.9% |
| Q4 2017 | $130,000 | -22.2% | 750 | -25.0% | 0.04% | -26.0% |
| Q3 2017 | $167,000 | 0.0% | 1,000 | 0.0% | 0.05% | -5.7% |
| Q2 2017 | $167,000 | +10.6% | 1,000 | 0.0% | 0.05% | +12.8% |
| Q1 2017 | $151,000 | +13.5% | 1,000 | 0.0% | 0.05% | +9.3% |
| Q4 2016 | $133,000 | -8.3% | 1,000 | 0.0% | 0.04% | -10.4% |
| Q3 2016 | $145,000 | +6.6% | 1,000 | 0.0% | 0.05% | -4.0% |
| Q2 2016 | $136,000 | – | 1,000 | – | 0.05% | – |
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% |