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 | $77 | -10.5% | 1,579 | +3.1% | 0.00% | -100.0% |
| Q2 2023 | $86 | -18.9% | 1,531 | -21.9% | 0.00% | 0.0% |
| Q1 2023 | $106 | +2.9% | 1,960 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $103 | -99.9% | 1,960 | -15.6% | 0.00% | 0.0% |
| Q3 2022 | $110,000 | -7.6% | 2,323 | -1.6% | 0.00% | 0.0% |
| Q2 2022 | $119,000 | -17.4% | 2,360 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $144,000 | -29.8% | 2,360 | -24.1% | 0.00% | 0.0% |
| Q4 2021 | $205,000 | -55.1% | 3,110 | -57.2% | 0.00% | -66.7% |
| Q3 2021 | $457,000 | +24.9% | 7,274 | +617.4% | 0.00% | +50.0% |
| Q2 2021 | $366,000 | +8.6% | 1,014 | -0.7% | 0.00% | -33.3% |
| Q1 2021 | $337,000 | -64.8% | 1,021 | -65.1% | 0.00% | -62.5% |
| Q4 2020 | $957,000 | +25.6% | 2,924 | +14.9% | 0.01% | +14.3% |
| Q3 2020 | $762,000 | +13.2% | 2,544 | -0.4% | 0.01% | -12.5% |
| Q2 2020 | $673,000 | +25.6% | 2,553 | +7.3% | 0.01% | -33.3% |
| Q1 2020 | $536,000 | – | 2,380 | – | 0.01% | – |
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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% |