ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 485 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 6.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,292 | -13.9% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $8,469 | +4.6% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $8,097 | +2.7% | 150 | 0.0% | 0.01% | -10.0% |
| Q4 2022 | $7,886 | +12.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $7,000 | -12.5% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $8,000 | -11.1% | 150 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $9,000 | -10.0% | 150 | 0.0% | 0.01% | +37.5% |
| Q4 2021 | $10,000 | +11.1% | 150 | 0.0% | 0.01% | +14.3% |
| Q3 2021 | $9,000 | 0.0% | 150 | +500.0% | 0.01% | 0.0% |
| Q2 2021 | $9,000 | +12.5% | 25 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $8,000 | 0.0% | 25 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $8,000 | 0.0% | 25 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $8,000 | +14.3% | 25 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $7,000 | +16.7% | 25 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $6,000 | -14.3% | 25 | 0.0% | 0.01% | +14.3% |
| Q4 2019 | $7,000 | – | 25 | – | 0.01% | – |
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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% |