ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 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 ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 277,844 | $14,998,019 | 6.15% |
| Hall Private Wealth Advisors | 206,568 | $11,150,541 | 5.81% |
| Concorde Asset Management, LLC | 86,951 | $4,693,602 | 5.56% |
| FinDec Wealth Services, Inc. | 127,463 | $6,880,453 | 5.20% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 163,060 | $8,801 | 3.60% |
| Flaharty Asset Management, LLC | 350,733 | $18,932,594 | 3.38% |
| Somerset Group LLC | 68,954 | $3,722,137 | 3.24% |
| Madden Advisory Services, Inc. | 84,560 | $4,564,531 | 3.20% |
| Stonebridge Financial Planning Group, LLC | 90,849 | $4,904,055 | 3.16% |
| RPg Family Wealth Advisory, LLC | 102,668 | $5,542,019 | 3.04% |