ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,549,156 | -21.7% | 114,143 | -9.1% | 0.15% | -5.7% |
| Q2 2023 | $7,090,300 | -6.4% | 125,581 | -10.5% | 0.16% | -21.3% |
| Q1 2023 | $7,574,428 | +6.1% | 140,319 | +3.3% | 0.20% | +1.0% |
| Q4 2022 | $7,137,759 | +25.7% | 135,776 | +12.8% | 0.20% | +16.3% |
| Q3 2022 | $5,679,000 | +391.3% | 120,360 | +425.3% | 0.17% | +251.0% |
| Q2 2022 | $1,156,000 | -23.9% | 22,913 | -8.0% | 0.05% | -2.0% |
| Q1 2022 | $1,519,000 | -39.6% | 24,908 | -34.8% | 0.05% | -30.6% |
| Q4 2021 | $2,515,000 | -52.0% | 38,192 | -54.2% | 0.07% | -56.9% |
| Q3 2021 | $5,235,000 | +9.5% | 83,373 | +529.7% | 0.17% | +7.7% |
| Q2 2021 | $4,781,000 | -29.6% | 13,241 | -35.6% | 0.16% | -35.4% |
| Q1 2021 | $6,790,000 | +110.6% | 20,551 | +108.7% | 0.24% | +39.5% |
| Q4 2020 | $3,224,000 | +7.5% | 9,849 | -2.0% | 0.17% | +7.5% |
| Q3 2020 | $2,999,000 | +23.5% | 10,047 | +9.6% | 0.16% | -1.2% |
| Q2 2020 | $2,428,000 | +14182.4% | 9,167 | +6011.3% | 0.16% | – |
| Q4 2014 | $17,000 | -99.9% | 150 | 0.0% | 0.00% | -100.0% |
| Q2 2014 | $15,303,000 | – | 150 | – | 0.00% | – |
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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% |