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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |