ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $958 | +32.3% | 19,744 | +53.9% | 0.01% | +50.0% |
| Q2 2023 | $724 | +7.4% | 12,826 | +2.8% | 0.00% | -20.0% |
| Q1 2023 | $674 | +2.9% | 12,482 | +0.2% | 0.01% | 0.0% |
| Q4 2022 | $655 | -99.9% | 12,458 | -7.2% | 0.01% | 0.0% |
| Q3 2022 | $633,000 | -19.4% | 13,421 | -13.8% | 0.01% | -16.7% |
| Q2 2022 | $785,000 | -34.0% | 15,565 | -20.2% | 0.01% | -25.0% |
| Q1 2022 | $1,189,000 | -18.2% | 19,510 | -13.9% | 0.01% | -20.0% |
| Q4 2021 | $1,454,000 | -7.3% | 22,654 | +409.8% | 0.01% | -16.7% |
| Q2 2021 | $1,569,000 | 0.0% | 4,444 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $1,569,000 | 0.0% | 4,444 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $1,569,000 | 0.0% | 4,444 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $1,569,000 | 0.0% | 4,444 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $1,569,000 | 0.0% | 4,444 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $1,569,000 | 0.0% | 4,444 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $1,569,000 | 0.0% | 4,444 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $1,569,000 | 0.0% | 4,444 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $1,569,000 | 0.0% | 4,444 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $1,569,000 | +130.7% | 4,444 | +30.5% | 0.01% | -29.4% |
| Q4 2018 | $680,000 | +44.4% | 3,405 | +64.5% | 0.02% | +41.7% |
| Q3 2018 | $471,000 | – | 2,070 | – | 0.01% | – |
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% |