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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $5,551,000 | +6.9% | 21,000 | 0.0% | 1.45% | -26.0% |
| Q3 2019 | $5,192,000 | +2.7% | 21,000 | 0.0% | 1.96% | +10.3% |
| Q2 2019 | $5,055,000 | +4.0% | 21,000 | 0.0% | 1.77% | -13.0% |
| Q1 2019 | $4,862,000 | -13.1% | 21,000 | -25.0% | 2.04% | -6.3% |
| Q4 2018 | $5,595,000 | +23.0% | 28,000 | +40.0% | 2.17% | +75.6% |
| Q3 2018 | $4,550,000 | +51.2% | 20,000 | +33.3% | 1.24% | +81.3% |
| Q2 2018 | $3,010,000 | – | 15,000 | – | 0.68% | – |
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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% |