ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,910 | -90.8% | 60 | -89.3% | 0.00% | -100.0% |
| Q2 2023 | $31,617 | +876.4% | 560 | +833.3% | 0.00% | – |
| Q1 2023 | $3,238 | +2.7% | 60 | 0.0% | 0.00% | – |
| Q4 2022 | $3,154 | -47.4% | 60 | -56.2% | 0.00% | – |
| Q3 2022 | $6,000 | -98.2% | 137 | -97.9% | 0.00% | -100.0% |
| Q2 2022 | $331,000 | -55.6% | 6,593 | -41.8% | 0.01% | -47.8% |
| Q4 2021 | $746,000 | -3.5% | 11,334 | -8.1% | 0.02% | -8.0% |
| Q3 2021 | $773,000 | -61.4% | 12,331 | +122.4% | 0.02% | -76.9% |
| Q2 2021 | $2,000,000 | -6.0% | 5,544 | -13.9% | 0.11% | -12.2% |
| Q1 2021 | $2,128,000 | +29.4% | 6,441 | +28.1% | 0.12% | +11.8% |
| Q4 2020 | $1,645,000 | +20.4% | 5,028 | +10.3% | 0.11% | +7.8% |
| Q3 2020 | $1,366,000 | +21.7% | 4,559 | +7.5% | 0.10% | +15.9% |
| Q2 2020 | $1,122,000 | +9250.0% | 4,242 | +9326.7% | 0.09% | +8700.0% |
| Q4 2019 | $12,000 | +9.1% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $11,000 | -42.1% | 45 | -43.8% | 0.00% | 0.0% |
| Q2 2019 | $19,000 | -29.6% | 80 | -30.4% | 0.00% | -50.0% |
| Q1 2019 | $27,000 | +17.4% | 115 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $23,000 | – | 115 | – | 0.00% | – |
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% |