ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.
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 | 212,008 | $13,961,000 | 8.67% |
| Bullseye Investment Management, LLC | 136,626 | $8,997,000 | 6.55% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 200,973 | $13,234,000 | 5.65% |
| Madden Advisory Services, Inc. | 122,397 | $8,060,000 | 5.29% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1,067,020 | $70,270,000 | 5.04% |
| CUMBERLAND ADVISORS INC | 331,735 | $21,845,000 | 4.58% |
| Safeguard Investment Advisory Group, LLC | 110,697 | $7,289,000 | 4.25% |
| Diversified, LLC | 150,522 | $9,912,000 | 4.19% |
| Flaharty Asset Management, LLC | 343,176 | $22,598,000 | 4.16% |
| Ahrens Investment Partners LLC | 140,861 | $9,276,000 | 4.10% |