ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $699,127 | -14.1% | 14,415 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $813,871 | +5.1% | 14,415 | +0.5% | 0.00% | 0.0% |
| Q1 2023 | $774,019 | -10.8% | 14,339 | -13.1% | 0.00% | -50.0% |
| Q4 2022 | $867,458 | +52.2% | 16,501 | +36.5% | 0.00% | +100.0% |
| Q3 2022 | $570,000 | -11.1% | 12,088 | -4.9% | 0.00% | 0.0% |
| Q2 2022 | $641,000 | -17.3% | 12,714 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $775,000 | -7.4% | 12,714 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $837,000 | +4.9% | 12,714 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $798,000 | +4.3% | 12,714 | +500.0% | 0.00% | 0.0% |
| Q2 2021 | $765,000 | +16.8% | 2,119 | +6.8% | 0.00% | 0.0% |
| Q1 2021 | $655,000 | -24.0% | 1,984 | -24.7% | 0.00% | -50.0% |
| Q4 2020 | $862,000 | +63.6% | 2,634 | +49.8% | 0.00% | +100.0% |
| Q3 2020 | $527,000 | +11.9% | 1,758 | -1.1% | 0.00% | 0.0% |
| Q2 2020 | $471,000 | +35.7% | 1,778 | +15.6% | 0.00% | 0.0% |
| Q1 2020 | $347,000 | -6.2% | 1,538 | +9.9% | 0.00% | 0.0% |
| Q4 2019 | $370,000 | +6.9% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $346,000 | +2.7% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $337,000 | +4.0% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $324,000 | +15.7% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $280,000 | +1766.7% | 1,400 | +686.5% | 0.00% | – |
| Q3 2013 | $15,000 | +7.1% | 178 | 0.0% | 0.00% | – |
| Q2 2013 | $14,000 | – | 178 | – | 0.00% | – |
Download | ||||||
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% |