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 | $1,029,939 | -10.7% | 21,236 | +3.9% | 0.11% | -6.6% |
| Q2 2023 | $1,153,978 | -69.6% | 20,439 | -71.0% | 0.12% | -71.7% |
| Q1 2023 | $3,798,606 | +3.8% | 70,371 | +1.1% | 0.43% | -3.6% |
| Q4 2022 | $3,659,631 | +34.8% | 69,614 | +21.0% | 0.45% | +28.4% |
| Q3 2022 | $2,715,000 | -6.4% | 57,549 | +0.0% | 0.35% | +1.5% |
| Q2 2022 | $2,902,000 | +489.8% | 57,535 | +499.9% | 0.34% | +491.4% |
| Q1 2022 | $492,000 | -18.1% | 9,591 | +5.1% | 0.06% | +1.8% |
| Q4 2021 | $601,000 | +4.9% | 9,128 | +0.1% | 0.06% | -6.6% |
| Q3 2021 | $573,000 | -45.2% | 9,121 | +200.1% | 0.06% | -15.3% |
| Q2 2021 | $1,046,000 | +108.4% | 3,039 | +100.1% | 0.07% | +22.0% |
| Q1 2021 | $502,000 | +1.0% | 1,519 | 0.0% | 0.06% | -15.7% |
| Q4 2020 | $497,000 | +26.8% | 1,519 | +16.1% | 0.07% | -2.8% |
| Q3 2020 | $392,000 | -0.3% | 1,308 | -11.8% | 0.07% | -17.2% |
| Q2 2020 | $393,000 | -38.0% | 1,483 | -47.3% | 0.09% | -61.2% |
| Q1 2020 | $634,000 | +30.2% | 2,813 | +52.7% | 0.22% | +113.3% |
| Q4 2019 | $487,000 | +7.0% | 1,842 | +0.2% | 0.10% | -3.7% |
| Q3 2019 | $455,000 | -3.0% | 1,838 | -5.7% | 0.11% | 0.0% |
| Q2 2019 | $469,000 | -73.7% | 1,950 | -74.7% | 0.11% | -72.5% |
| Q1 2019 | $1,786,000 | +43.7% | 7,716 | +24.0% | 0.40% | +28.1% |
| Q4 2018 | $1,243,000 | +16.9% | 6,222 | +33.1% | 0.31% | +37.8% |
| Q3 2018 | $1,063,000 | – | 4,674 | – | 0.22% | – |
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% |