ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $379 | -4.8% | 7,814 | +10.8% | 0.01% | +11.1% |
| Q2 2023 | $398 | +5.3% | 7,055 | +0.7% | 0.01% | -10.0% |
| Q1 2023 | $378 | +2.2% | 7,008 | -0.6% | 0.01% | 0.0% |
| Q4 2022 | $370 | -99.9% | 7,047 | -7.1% | 0.01% | 0.0% |
| Q3 2022 | $388,000 | -16.0% | 7,584 | -17.2% | 0.01% | -28.6% |
| Q2 2022 | $462,000 | +2.0% | 9,154 | +23.1% | 0.01% | +16.7% |
| Q1 2022 | $453,000 | +9.4% | 7,439 | +18.5% | 0.01% | +9.1% |
| Q4 2021 | $414,000 | +22.1% | 6,279 | +16.2% | 0.01% | +10.0% |
| Q3 2021 | $339,000 | +4.3% | 5,403 | +499.7% | 0.01% | 0.0% |
| Q2 2021 | $325,000 | +9.8% | 901 | +0.4% | 0.01% | 0.0% |
| Q1 2021 | $296,000 | +8.0% | 897 | +7.0% | 0.01% | 0.0% |
| Q4 2020 | $274,000 | +7.0% | 838 | -1.9% | 0.01% | -16.7% |
| Q3 2020 | $256,000 | +21.3% | 854 | +7.0% | 0.01% | +20.0% |
| Q2 2020 | $211,000 | – | 798 | – | 0.01% | – |
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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% |