ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 568 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.43 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $315,347 | -14.6% | 6,502 | -0.6% | 0.01% | -17.6% |
| Q2 2023 | $369,248 | -4.0% | 6,540 | -8.2% | 0.02% | -10.5% |
| Q1 2023 | $384,445 | -2.3% | 7,122 | -4.8% | 0.02% | -9.5% |
| Q4 2022 | $393,328 | -11.2% | 7,482 | -20.5% | 0.02% | -19.2% |
| Q3 2022 | $443,000 | -4.5% | 9,409 | +2.1% | 0.03% | -7.1% |
| Q2 2022 | $464,000 | -27.0% | 9,216 | -11.8% | 0.03% | -17.6% |
| Q1 2022 | $636,000 | -7.4% | 10,446 | 0.0% | 0.03% | -34.6% |
| Q4 2021 | $687,000 | – | 10,446 | – | 0.05% | – |
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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% |