ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,466,812 | +91.2% | 27,980 | +105.9% | 0.18% | +110.3% |
| Q2 2023 | $767,066 | -5.5% | 13,586 | +2.1% | 0.09% | +26.1% |
| Q1 2023 | $811,560 | +115014.9% | 13,313 | -0.8% | 0.07% | – |
| Q4 2022 | $705 | -99.9% | 13,419 | -2.0% | 0.00% | -100.0% |
| Q3 2022 | $646,000 | -6.4% | 13,693 | +0.0% | 0.07% | +7.8% |
| Q2 2022 | $690,000 | -42.8% | 13,687 | -30.8% | 0.06% | -34.0% |
| Q1 2022 | $1,206,000 | +7.6% | 19,788 | +14.5% | 0.10% | +9.0% |
| Q4 2021 | $1,121,000 | -23.3% | 17,279 | -24.4% | 0.09% | -11.0% |
| Q3 2021 | $1,462,000 | +198.4% | 22,864 | +1583.7% | 0.10% | +58.7% |
| Q2 2021 | $490,000 | +62.3% | 1,358 | +48.4% | 0.06% | +34.0% |
| Q1 2021 | $302,000 | +35.4% | 915 | +36.8% | 0.05% | +23.7% |
| Q4 2020 | $223,000 | +8.3% | 669 | +0.9% | 0.04% | -7.3% |
| Q3 2020 | $206,000 | -72.8% | 663 | -78.2% | 0.04% | -77.1% |
| Q1 2020 | $758,000 | – | 3,035 | – | 0.18% | – |
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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% |