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 | $281,317 | -2.6% | 5,800 | +13.3% | 0.00% | – |
| Q2 2023 | $288,900 | +17.0% | 5,117 | +4.5% | 0.00% | – |
| Q2 2022 | $247,000 | -10.2% | 4,897 | +8.4% | 0.00% | – |
| Q1 2022 | $275,000 | -47.0% | 4,516 | -42.7% | 0.00% | – |
| Q4 2021 | $519,000 | +134.8% | 7,884 | +1184.0% | 0.00% | – |
| Q2 2021 | $221,000 | -97.6% | 614 | -97.8% | 0.00% | -100.0% |
| Q1 2021 | $9,045,000 | -23.6% | 27,378 | -24.3% | 0.00% | -33.3% |
| Q4 2020 | $11,841,000 | +23.4% | 36,178 | +13.0% | 0.00% | +50.0% |
| Q3 2020 | $9,593,000 | +36.7% | 32,019 | +20.8% | 0.00% | 0.0% |
| Q2 2020 | $7,018,000 | +1988.7% | 26,506 | +1678.9% | 0.00% | – |
| Q1 2020 | $336,000 | -87.2% | 1,490 | -84.9% | 0.00% | -100.0% |
| Q4 2019 | $2,616,000 | +89.7% | 9,895 | +77.5% | 0.00% | – |
| Q3 2019 | $1,379,000 | +4.6% | 5,576 | +1.9% | 0.00% | – |
| Q2 2019 | $1,318,000 | +295.8% | 5,474 | +185.1% | 0.00% | – |
| Q4 2017 | $333,000 | – | 1,920 | – | 0.00% | – |
Download | ||||||
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% |