ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 566 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,802,227 | +2051.8% | 107,508 | +1996.1% | 0.65% | +1615.8% |
| Q4 2022 | $269,644 | -45.5% | 5,129 | +239.4% | 0.04% | -51.3% |
| Q4 2020 | $495,000 | +82.0% | 1,511 | +46.8% | 0.08% | +47.2% |
| Q4 2019 | $272,000 | +14.8% | 1,029 | +7.2% | 0.05% | +1.9% |
| Q3 2019 | $237,000 | -39.5% | 960 | -59.1% | 0.05% | -76.6% |
| Q3 2017 | $392,000 | – | 2,345 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hall Private Wealth Advisors | 206,348 | $10,408,000 | 5.84% |
| CUMBERLAND ADVISORS INC | 318,930 | $16,087,000 | 5.34% |
| Safeguard Investment Advisory Group, LLC | 113,366 | $6,910,000 | 4.25% |
| Hobart Private Capital, LLC | 180,134 | $9,085,959 | 4.24% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 172,233 | $8,687,000 | 3.99% |
| Flaharty Asset Management, LLC | 359,306 | $18,123,000 | 3.68% |
| SFI Advisors, LLC | 61,584 | $3,106,000 | 3.44% |
| MIRABELLA FINANCIAL SERVICES LLP | 678,887 | $34,262,000 | 3.38% |
| Crumly & Associates Inc. | 155,578 | $7,847,000 | 3.26% |
| Ulrich Consultants & Investment Group, LLC | 115,045 | $5,803,000 | 3.18% |