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 | $3,213,297 | -32.0% | 66,050 | -21.1% | 0.90% | -29.3% |
| Q2 2023 | $4,727,848 | +8.7% | 83,738 | +4.0% | 1.27% | +1.2% |
| Q1 2023 | $4,347,820 | +4.0% | 80,545 | +1.3% | 1.26% | -6.3% |
| Q4 2022 | $4,179,315 | +11.7% | 79,500 | +0.3% | 1.34% | -2.2% |
| Q3 2022 | $3,741,000 | -2.6% | 79,283 | +4.1% | 1.37% | -1.3% |
| Q2 2022 | $3,842,000 | -7.2% | 76,170 | +12.1% | 1.39% | +9.1% |
| Q1 2022 | $4,142,000 | -2.5% | 67,951 | +5.4% | 1.27% | -0.6% |
| Q4 2021 | $4,247,000 | +5.2% | 64,492 | +0.3% | 1.28% | -3.3% |
| Q3 2021 | $4,038,000 | +6.7% | 64,326 | +513.7% | 1.32% | +4.8% |
| Q2 2021 | $3,784,000 | -13.5% | 10,481 | -20.8% | 1.26% | -23.3% |
| Q1 2021 | $4,373,000 | +0.3% | 13,237 | -0.6% | 1.65% | +3.2% |
| Q4 2020 | $4,358,000 | +5.0% | 13,315 | -3.9% | 1.60% | -10.1% |
| Q3 2020 | $4,150,000 | +18.1% | 13,852 | +4.4% | 1.78% | +5.8% |
| Q2 2020 | $3,513,000 | – | 13,269 | – | 1.68% | – |
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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% |