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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $529,765 | +7.8% | 9,383 | +3.1% | 0.08% | +1.3% |
| Q1 2023 | $491,434 | -8.0% | 9,104 | -10.4% | 0.08% | -11.2% |
| Q4 2022 | $534,219 | -23.4% | 10,162 | -31.2% | 0.09% | -27.0% |
| Q3 2022 | $697,000 | -52.0% | 14,781 | -37.9% | 0.12% | -41.3% |
| Q1 2022 | $1,451,000 | -12.7% | 23,802 | -5.7% | 0.21% | -7.6% |
| Q4 2021 | $1,663,000 | -0.3% | 25,251 | -4.9% | 0.22% | -7.0% |
| Q3 2021 | $1,668,000 | +33.4% | 26,566 | +667.6% | 0.24% | +34.4% |
| Q2 2021 | $1,250,000 | +17.5% | 3,461 | +7.5% | 0.18% | +7.8% |
| Q1 2021 | $1,064,000 | -1.4% | 3,220 | -2.3% | 0.17% | -16.5% |
| Q4 2020 | $1,079,000 | +25.6% | 3,296 | +15.0% | 0.20% | +5.8% |
| Q3 2020 | $859,000 | +14.8% | 2,866 | +1.5% | 0.19% | +9.9% |
| Q2 2020 | $748,000 | +133.0% | 2,824 | +98.3% | 0.17% | +95.5% |
| Q1 2020 | $321,000 | +43.3% | 1,424 | +67.9% | 0.09% | +83.3% |
| Q4 2019 | $224,000 | +420.9% | 848 | +384.6% | 0.05% | +380.0% |
| Q3 2019 | $43,000 | +230.8% | 175 | +236.5% | 0.01% | +400.0% |
| Q2 2019 | $13,000 | -91.0% | 52 | -91.6% | 0.00% | -92.0% |
| Q1 2019 | $144,000 | +3.6% | 620 | -11.3% | 0.02% | -7.4% |
| Q4 2018 | $139,000 | +1.5% | 699 | +16.7% | 0.03% | +22.7% |
| Q3 2018 | $137,000 | -2.1% | 599 | -14.3% | 0.02% | -12.0% |
| Q2 2018 | $140,000 | +7.7% | 699 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $130,000 | +25.0% | 699 | +16.7% | 0.02% | +47.1% |
| Q4 2017 | $104,000 | – | 599 | – | 0.02% | – |
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% |