ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 558 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,562,887 | -14.6% | 32,224 | -0.6% | 0.06% | -10.3% |
| Q2 2023 | $1,830,404 | +0.4% | 32,419 | -4.0% | 0.07% | -1.4% |
| Q1 2023 | $1,823,742 | +4.9% | 33,786 | +2.2% | 0.07% | 0.0% |
| Q4 2022 | $1,737,767 | +11.4% | 33,056 | 0.0% | 0.07% | +4.5% |
| Q3 2022 | $1,560,000 | -10.2% | 33,056 | -4.0% | 0.07% | -5.7% |
| Q2 2022 | $1,738,000 | -19.3% | 34,450 | -2.5% | 0.07% | -12.5% |
| Q1 2022 | $2,154,000 | -7.9% | 35,338 | -0.5% | 0.08% | -3.6% |
| Q4 2021 | $2,338,000 | -3.2% | 35,504 | -7.7% | 0.08% | -11.7% |
| Q3 2021 | $2,415,000 | -2.6% | 38,470 | +460.1% | 0.09% | -2.1% |
| Q2 2021 | $2,480,000 | +8.0% | 6,868 | -1.2% | 0.10% | +1.1% |
| Q1 2021 | $2,296,000 | -4.2% | 6,950 | -5.1% | 0.10% | -8.7% |
| Q4 2020 | $2,397,000 | +5.6% | 7,323 | -3.3% | 0.10% | -9.6% |
| Q3 2020 | $2,270,000 | +11.4% | 7,576 | -1.5% | 0.12% | +4.5% |
| Q2 2020 | $2,037,000 | +21.8% | 7,695 | +3.7% | 0.11% | +6.8% |
| Q1 2020 | $1,673,000 | +5669.0% | 7,423 | +6085.8% | 0.10% | +5050.0% |
| Q2 2019 | $29,000 | +3.6% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $28,000 | – | 120 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hall Private Wealth Advisors | 212,008 | $13,961,000 | 8.67% |
| Bullseye Investment Management, LLC | 136,626 | $8,997,000 | 6.55% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 200,973 | $13,234,000 | 5.65% |
| Madden Advisory Services, Inc. | 122,397 | $8,060,000 | 5.29% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1,067,020 | $70,270,000 | 5.04% |
| CUMBERLAND ADVISORS INC | 331,735 | $21,845,000 | 4.58% |
| Safeguard Investment Advisory Group, LLC | 110,697 | $7,289,000 | 4.25% |
| Diversified, LLC | 150,522 | $9,912,000 | 4.19% |
| Flaharty Asset Management, LLC | 343,176 | $22,598,000 | 4.16% |
| Ahrens Investment Partners LLC | 140,861 | $9,276,000 | 4.10% |