ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 562 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,943 | -24.1% | 5,461 | -11.7% | 0.01% | -23.1% |
| Q2 2023 | $349,178 | +4.6% | 6,182 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $333,804 | +2.7% | 6,182 | -0.0% | 0.01% | -12.5% |
| Q4 2022 | $325,078 | +11.3% | 6,183 | +0.0% | 0.02% | +6.7% |
| Q3 2022 | $292,000 | -67.6% | 6,182 | -65.4% | 0.02% | -67.4% |
| Q2 2022 | $901,000 | -19.7% | 17,863 | -3.0% | 0.05% | -2.1% |
| Q1 2022 | $1,122,000 | -3.1% | 18,412 | +4.8% | 0.05% | -6.0% |
| Q4 2021 | $1,158,000 | +13.4% | 17,577 | +8.1% | 0.05% | -2.0% |
| Q3 2021 | $1,021,000 | +4.7% | 16,256 | +501.9% | 0.05% | +4.1% |
| Q2 2021 | $975,000 | +16.5% | 2,701 | +6.5% | 0.05% | -2.0% |
| Q1 2021 | $837,000 | -0.4% | 2,535 | -1.3% | 0.05% | -13.8% |
| Q4 2020 | $840,000 | +236.0% | 2,568 | +171.5% | 0.06% | +163.6% |
| Q2 2020 | $250,000 | – | 946 | – | 0.02% | – |
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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% |