ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $886,366 | -12.7% | 18,276 | +1.7% | 0.01% | -14.3% |
Q2 2023 | $1,014,822 | -1.4% | 17,974 | -5.7% | 0.01% | -30.0% |
Q1 2023 | $1,029,054 | +14.1% | 19,064 | +11.1% | 0.01% | -9.1% |
Q4 2022 | $901,838 | +34.0% | 17,154 | +20.2% | 0.01% | +37.5% |
Q3 2022 | $673,000 | -37.6% | 14,269 | -33.4% | 0.01% | -42.9% |
Q2 2022 | $1,079,000 | -8.0% | 21,419 | +11.3% | 0.01% | +7.7% |
Q1 2022 | $1,173,000 | +103.3% | 19,244 | +119.5% | 0.01% | +116.7% |
Q4 2021 | $577,000 | +11.6% | 8,767 | +6.4% | 0.01% | -14.3% |
Q3 2021 | $517,000 | +45.6% | 8,238 | +595.8% | 0.01% | -22.2% |
Q3 2020 | $355,000 | -87.3% | 1,184 | -91.5% | 0.01% | -96.7% |
Q4 2018 | $2,792,000 | -13.3% | 13,976 | -1.2% | 0.28% | -11.8% |
Q3 2018 | $3,219,000 | +27.6% | 14,146 | +12.5% | 0.31% | +7.9% |
Q2 2018 | $2,523,000 | -29.7% | 12,579 | -41.6% | 0.29% | -61.1% |
Q2 2017 | $3,587,000 | +16.3% | 21,529 | +9.8% | 0.74% | -12.7% |
Q1 2017 | $3,083,000 | – | 19,601 | – | 0.85% | – |
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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% |