ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,308,530 | -16.0% | 26,980 | -2.2% | 0.01% | -12.5% |
| Q2 2023 | $1,558,021 | +4.5% | 27,600 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $1,490,952 | +34.7% | 27,600 | +31.1% | 0.01% | -27.3% |
| Q4 2022 | $1,106,599 | +1.2% | 21,050 | -9.2% | 0.01% | -15.4% |
| Q3 2022 | $1,094,000 | -6.5% | 23,188 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $1,170,000 | -17.2% | 23,188 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $1,413,000 | +28.6% | 23,188 | +39.0% | 0.01% | +33.3% |
| Q4 2021 | $1,099,000 | -63.8% | 16,688 | -65.5% | 0.01% | -66.7% |
| Q3 2021 | $3,039,000 | -21.1% | 48,388 | +354.0% | 0.03% | -18.2% |
| Q2 2021 | $3,851,000 | +4.5% | 10,658 | -4.5% | 0.03% | +22.2% |
| Q1 2021 | $3,686,000 | -74.4% | 11,158 | -74.7% | 0.03% | -42.6% |
| Q4 2020 | $14,422,000 | – | 44,060 | – | 0.05% | – |
Download | ||||||
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% |