ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,339,583 | -12.8% | 130,713 | +1.5% | 0.30% | -20.4% |
| Q2 2023 | $7,272,529 | +8.1% | 128,809 | +3.3% | 0.38% | -4.3% |
| Q1 2023 | $6,730,477 | +10.2% | 124,685 | +7.3% | 0.39% | -5.5% |
| Q4 2022 | $6,106,866 | +6.8% | 116,166 | -4.2% | 0.42% | -4.4% |
| Q3 2022 | $5,718,000 | -2.1% | 121,199 | +4.7% | 0.44% | -2.7% |
| Q2 2022 | $5,839,000 | -7.3% | 115,761 | +12.0% | 0.45% | +2.1% |
| Q1 2022 | $6,301,000 | -1.1% | 103,368 | +6.8% | 0.44% | -3.5% |
| Q4 2021 | $6,371,000 | +4.9% | 96,752 | -0.0% | 0.46% | -0.4% |
| Q3 2021 | $6,074,000 | +14.3% | 96,755 | +557.5% | 0.46% | +8.6% |
| Q2 2021 | $5,313,000 | +10.1% | 14,715 | +0.8% | 0.42% | -6.0% |
| Q1 2021 | $4,825,000 | +19.8% | 14,604 | +18.6% | 0.45% | +18.8% |
| Q4 2020 | $4,029,000 | +40.3% | 12,310 | +28.5% | 0.38% | +15.6% |
| Q3 2020 | $2,871,000 | +24.4% | 9,583 | +9.9% | 0.33% | +4.5% |
| Q2 2020 | $2,308,000 | +42.8% | 8,718 | +21.6% | 0.31% | +5.8% |
| Q1 2020 | $1,616,000 | +229.8% | 7,171 | +287.0% | 0.30% | +340.3% |
| Q4 2019 | $490,000 | +123.7% | 1,853 | +108.9% | 0.07% | +97.1% |
| Q3 2019 | $219,000 | – | 887 | – | 0.03% | – |
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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% |