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 | $29,100 | -7.7% | 600 | 0.0% | 0.01% | -25.0% |
| Q2 2023 | $31,542 | 0.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $31,542 | 0.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $31,542 | +5.1% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $30,000 | -3.2% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $31,000 | -16.2% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $37,000 | -7.5% | 600 | 0.0% | 0.01% | -20.0% |
| Q4 2021 | $40,000 | +5.3% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $38,000 | -83.6% | 600 | -6.7% | 0.01% | -83.6% |
| Q2 2021 | $232,000 | +9.4% | 643 | +0.3% | 0.06% | 0.0% |
| Q1 2021 | $212,000 | -46.2% | 641 | -46.8% | 0.06% | -51.2% |
| Q4 2020 | $394,000 | +2.6% | 1,205 | -6.1% | 0.12% | +66.7% |
| Q3 2020 | $384,000 | +10.0% | 1,283 | -2.7% | 0.08% | -43.2% |
| Q2 2020 | $349,000 | +391.5% | 1,319 | +321.4% | 0.13% | +288.2% |
| Q1 2020 | $71,000 | +3450.0% | 313 | +3812.5% | 0.03% | +3300.0% |
| Q4 2019 | $2,000 | – | 8 | – | 0.00% | – |
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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% |