ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 461 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 6.10 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,454,061 | -26.2% | 112,455 | -14.1% | 0.06% | -27.4% |
| Q2 2023 | $7,388,329 | +1.4% | 130,860 | -3.1% | 0.08% | -5.6% |
| Q1 2023 | $7,287,035 | -3.5% | 134,995 | -6.0% | 0.09% | -11.9% |
| Q4 2022 | $7,547,842 | +3.1% | 143,577 | -7.5% | 0.10% | -9.8% |
| Q3 2022 | $7,322,000 | -11.2% | 155,194 | -5.0% | 0.11% | -9.7% |
| Q2 2022 | $8,241,000 | -18.4% | 163,385 | -1.3% | 0.12% | -10.8% |
| Q1 2022 | $10,096,000 | -7.3% | 165,561 | +0.1% | 0.14% | -15.2% |
| Q4 2021 | $10,892,000 | +32.4% | 165,372 | +26.5% | 0.16% | +19.7% |
| Q3 2021 | $8,229,000 | +9.2% | 130,748 | +526.4% | 0.14% | 0.0% |
| Q2 2021 | $7,536,000 | +15.5% | 20,872 | +6.1% | 0.14% | -2.1% |
| Q1 2021 | $6,524,000 | +24.4% | 19,668 | +23.2% | 0.14% | +12.0% |
| Q4 2020 | $5,246,000 | -24.1% | 15,964 | -30.9% | 0.12% | +12.6% |
| Q3 2020 | $6,908,000 | +279.6% | 23,104 | +236.5% | 0.11% | +113.5% |
| Q2 2020 | $1,820,000 | +57.8% | 6,866 | +34.1% | 0.05% | +52.9% |
| Q1 2020 | $1,153,000 | +94.1% | 5,119 | +127.6% | 0.03% | +142.9% |
| Q4 2019 | $594,000 | +31.1% | 2,249 | +22.8% | 0.01% | -22.2% |
| Q3 2019 | $453,000 | – | 1,832 | – | 0.02% | – |
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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% |