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 | $290,636 | -15.9% | 5,993 | -2.2% | 0.05% | -14.3% |
| Q2 2023 | $345,789 | +4.6% | 6,125 | +0.0% | 0.06% | -5.1% |
| Q1 2023 | $330,486 | -6.9% | 6,122 | -9.3% | 0.06% | -13.2% |
| Q4 2022 | $355,019 | +11.3% | 6,753 | -0.0% | 0.07% | +1.5% |
| Q3 2022 | $319,000 | -15.4% | 6,754 | -9.7% | 0.07% | -16.2% |
| Q2 2022 | $377,000 | -24.4% | 7,476 | -8.7% | 0.08% | -14.9% |
| Q1 2022 | $499,000 | -40.7% | 8,185 | -35.9% | 0.09% | -42.0% |
| Q4 2021 | $841,000 | +2.3% | 12,778 | -2.4% | 0.16% | -3.6% |
| Q3 2021 | $822,000 | -4.9% | 13,089 | +447.2% | 0.17% | -13.4% |
| Q2 2021 | $864,000 | +14.0% | 2,392 | +4.2% | 0.19% | +4.9% |
| Q1 2021 | $758,000 | +25.1% | 2,296 | +24.0% | 0.18% | +20.9% |
| Q4 2020 | $606,000 | +18.8% | 1,852 | +8.7% | 0.15% | -16.8% |
| Q3 2020 | $510,000 | +13.1% | 1,703 | 0.0% | 0.18% | +5.7% |
| Q2 2020 | $451,000 | +27.8% | 1,703 | +9.0% | 0.17% | +6.1% |
| Q1 2020 | $353,000 | -17.7% | 1,563 | -3.5% | 0.16% | +5.1% |
| Q4 2019 | $429,000 | +8.9% | 1,620 | +1.9% | 0.16% | +2.0% |
| Q3 2019 | $394,000 | +2.9% | 1,590 | 0.0% | 0.15% | +0.7% |
| Q2 2019 | $383,000 | +3.8% | 1,590 | 0.0% | 0.15% | -1.3% |
| Q1 2019 | $369,000 | +16.4% | 1,590 | +0.5% | 0.15% | -3.1% |
| Q4 2018 | $317,000 | -11.9% | 1,582 | 0.0% | 0.16% | 0.0% |
| Q3 2018 | $360,000 | +6.8% | 1,582 | -5.7% | 0.16% | +1.9% |
| Q2 2018 | $337,000 | +6.6% | 1,678 | -1.5% | 0.16% | +3.3% |
| Q1 2018 | $316,000 | +6.8% | 1,703 | 0.0% | 0.15% | +1.3% |
| Q4 2017 | $296,000 | +24.4% | 1,703 | +19.7% | 0.15% | +18.3% |
| Q3 2017 | $238,000 | -26.5% | 1,423 | -26.8% | 0.13% | -29.6% |
| Q2 2017 | $324,000 | +47.3% | 1,943 | +34.1% | 0.18% | +40.9% |
| Q1 2017 | $220,000 | – | 1,449 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hall Private Wealth Advisors | 212,008 | $13,961,000 | 8.67% |
| Bullseye Investment Management, LLC | 136,626 | $8,997,000 | 6.55% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 200,973 | $13,234,000 | 5.65% |
| Madden Advisory Services, Inc. | 122,397 | $8,060,000 | 5.29% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1,067,020 | $70,270,000 | 5.04% |
| CUMBERLAND ADVISORS INC | 331,735 | $21,845,000 | 4.58% |
| Safeguard Investment Advisory Group, LLC | 110,697 | $7,289,000 | 4.25% |
| Diversified, LLC | 150,522 | $9,912,000 | 4.19% |
| Flaharty Asset Management, LLC | 343,176 | $22,598,000 | 4.16% |
| Ahrens Investment Partners LLC | 140,861 | $9,276,000 | 4.10% |