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 | $299,220 | -2.0% | 6,169 | +14.1% | 0.05% | +2.1% |
| Q2 2023 | $305,363 | +7.0% | 5,408 | +2.3% | 0.05% | 0.0% |
| Q1 2023 | $285,465 | +3.4% | 5,288 | +0.7% | 0.05% | -2.0% |
| Q4 2022 | $276,060 | +5.8% | 5,251 | -5.1% | 0.05% | -3.9% |
| Q3 2022 | $261,000 | -17.1% | 5,533 | -11.3% | 0.05% | -15.0% |
| Q2 2022 | $315,000 | -18.2% | 6,240 | -1.2% | 0.06% | -6.2% |
| Q1 2022 | $385,000 | -17.7% | 6,316 | -11.2% | 0.06% | -9.9% |
| Q4 2021 | $468,000 | +24.1% | 7,114 | +18.3% | 0.07% | +9.2% |
| Q3 2021 | $377,000 | +45.0% | 6,011 | +662.8% | 0.06% | +32.7% |
| Q1 2021 | $260,000 | +27.5% | 788 | +26.3% | 0.05% | +19.5% |
| Q4 2020 | $204,000 | -27.7% | 624 | -67.9% | 0.04% | -37.9% |
| Q3 2016 | $282,000 | -7.8% | 1,943 | -13.9% | 0.07% | -7.0% |
| Q2 2016 | $306,000 | -45.1% | 2,256 | -50.4% | 0.07% | -39.3% |
| Q1 2016 | $557,000 | +74.6% | 4,550 | +74.5% | 0.12% | +80.0% |
| Q4 2015 | $319,000 | -8.9% | 2,608 | -17.1% | 0.06% | -17.7% |
| Q3 2015 | $350,000 | – | 3,145 | – | 0.08% | – |
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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% |