ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $228,724 | +13.9% | 4,051 | +8.9% | 0.06% | +7.1% |
| Q1 2023 | $200,863 | -0.1% | 3,721 | +1.6% | 0.06% | -5.1% |
| Q1 2022 | $201,000 | -23.0% | 3,661 | -7.8% | 0.06% | -4.8% |
| Q4 2021 | $261,000 | +2.8% | 3,969 | -1.8% | 0.06% | -4.6% |
| Q3 2021 | $254,000 | -0.8% | 4,040 | +469.8% | 0.06% | -1.5% |
| Q2 2021 | $256,000 | +10.3% | 709 | +1.1% | 0.07% | +3.1% |
| Q1 2021 | $232,000 | -3.3% | 701 | -4.5% | 0.06% | -9.9% |
| Q4 2020 | $240,000 | -4.8% | 734 | -12.7% | 0.07% | -15.5% |
| Q3 2020 | $252,000 | +6.8% | 841 | -5.8% | 0.08% | -3.4% |
| Q2 2020 | $236,000 | +12.9% | 893 | +13.2% | 0.09% | +17.6% |
| Q4 2019 | $209,000 | – | 789 | – | 0.07% | – |
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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% |