ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 485 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 6.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,597,553 | -11.9% | 32,939 | +2.6% | 0.12% | -8.5% |
| Q2 2023 | $1,812,777 | -3.9% | 32,107 | -8.1% | 0.13% | -3.7% |
| Q1 2023 | $1,886,658 | +2.0% | 34,951 | -0.6% | 0.13% | -5.6% |
| Q4 2022 | $1,849,276 | +2.3% | 35,177 | -8.2% | 0.14% | -6.0% |
| Q3 2022 | $1,808,000 | -8.7% | 38,324 | -2.4% | 0.15% | -4.4% |
| Q2 2022 | $1,980,000 | -27.3% | 39,256 | -12.1% | 0.16% | -13.7% |
| Q1 2022 | $2,723,000 | -15.6% | 44,667 | -8.8% | 0.18% | -12.9% |
| Q4 2021 | $3,227,000 | +30.9% | 49,003 | +617.8% | 0.21% | +8.2% |
| Q2 2021 | $2,465,000 | +11.5% | 6,827 | +2.0% | 0.19% | -8.9% |
| Q1 2021 | $2,211,000 | +21.6% | 6,693 | +20.4% | 0.21% | +12.7% |
| Q4 2020 | $1,819,000 | +150.2% | 5,557 | +129.1% | 0.19% | +237.5% |
| Q3 2020 | $727,000 | -45.7% | 2,426 | -52.1% | 0.06% | -66.9% |
| Q4 2019 | $1,339,000 | – | 5,066 | – | 0.17% | – |
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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% |