ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $98,043 | +250.2% | 1,865 | +210.8% | 0.01% | +166.7% |
| Q3 2022 | $28,000 | -30.0% | 600 | -24.3% | 0.00% | 0.0% |
| Q2 2022 | $40,000 | -18.4% | 793 | +0.1% | 0.00% | -25.0% |
| Q1 2022 | $49,000 | -5.8% | 792 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $52,000 | +4.0% | 792 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $50,000 | +4.2% | 792 | +500.0% | 0.00% | 0.0% |
| Q2 2021 | $48,000 | +9.1% | 132 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $44,000 | -49.4% | 132 | -50.0% | 0.00% | 0.0% |
| Q4 2020 | $87,000 | +190.0% | 264 | +164.0% | 0.00% | +33.3% |
| Q3 2020 | $30,000 | +15.4% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $26,000 | +13.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $23,000 | – | 100 | – | 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% |