ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,061,545 | -16.2% | 21,887 | -2.5% | 0.11% | +3.8% |
| Q2 2023 | $1,267,195 | -14.4% | 22,444 | -18.2% | 0.10% | -30.7% |
| Q1 2023 | $1,480,910 | +0.5% | 27,434 | -2.1% | 0.15% | +14.5% |
| Q4 2022 | $1,473,278 | +8.2% | 28,025 | -2.9% | 0.13% | +0.8% |
| Q3 2022 | $1,362,000 | -15.9% | 28,872 | -8.5% | 0.13% | -13.3% |
| Q2 2022 | $1,620,000 | -15.5% | 31,546 | +0.3% | 0.15% | +2.0% |
| Q1 2022 | $1,918,000 | -17.5% | 31,464 | -10.9% | 0.15% | -20.1% |
| Q4 2021 | $2,325,000 | +129.5% | 35,301 | +118.7% | 0.18% | +100.0% |
| Q3 2021 | $1,013,000 | +5.9% | 16,141 | +509.1% | 0.09% | +3.4% |
| Q2 2021 | $957,000 | -47.9% | 2,650 | -52.4% | 0.09% | -51.4% |
| Q1 2021 | $1,838,000 | +1.9% | 5,564 | +1.0% | 0.18% | -11.2% |
| Q4 2020 | $1,803,000 | +50.8% | 5,510 | +22.0% | 0.21% | +23.4% |
| Q2 2020 | $1,196,000 | -31.2% | 4,517 | -39.8% | 0.17% | -55.5% |
| Q1 2019 | $1,738,000 | +18.2% | 7,508 | +2.0% | 0.38% | -0.8% |
| Q4 2018 | $1,471,000 | – | 7,360 | – | 0.38% | – |
Download | ||||||
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% |