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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,576,732 | +296.6% | 45,638 | +279.1% | 0.42% | +249.2% |
| Q1 2023 | $649,764 | -3.8% | 12,037 | -6.3% | 0.12% | -11.8% |
| Q4 2022 | $675,214 | +39.8% | 12,844 | +25.4% | 0.14% | +30.8% |
| Q3 2022 | $483,000 | -50.5% | 10,241 | -36.1% | 0.10% | -42.9% |
| Q1 2022 | $976,000 | -28.7% | 16,018 | -22.9% | 0.18% | -27.5% |
| Q4 2021 | $1,368,000 | +6.0% | 20,774 | +1.0% | 0.25% | -1.6% |
| Q3 2021 | $1,291,000 | -32.2% | 20,570 | +253.7% | 0.26% | -43.6% |
| Q4 2020 | $1,903,000 | +26.8% | 5,815 | +16.0% | 0.45% | -2.8% |
| Q3 2020 | $1,501,000 | +3.9% | 5,011 | -8.1% | 0.46% | -10.1% |
| Q2 2020 | $1,444,000 | – | 5,453 | – | 0.52% | – |
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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% |