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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $527,108 | +6.0% | 9,336 | +1.3% | 0.09% | -5.4% |
| Q1 2023 | $497,372 | -3.5% | 9,214 | -6.0% | 0.09% | -13.1% |
| Q4 2022 | $515,396 | +9.7% | 9,804 | -1.6% | 0.11% | +13.8% |
| Q3 2022 | $470,000 | -6.6% | 9,959 | -0.1% | 0.09% | -1.1% |
| Q2 2022 | $503,000 | -12.1% | 9,965 | +6.1% | 0.10% | +3.3% |
| Q1 2022 | $572,000 | -14.1% | 9,388 | -7.2% | 0.09% | -6.1% |
| Q4 2021 | $666,000 | +3.7% | 10,114 | -1.2% | 0.10% | -1.0% |
| Q3 2021 | $642,000 | +23.7% | 10,234 | +610.2% | 0.10% | +19.3% |
| Q2 2021 | $519,000 | -10.8% | 1,441 | -18.2% | 0.08% | -22.4% |
| Q1 2021 | $582,000 | -3.0% | 1,761 | -3.9% | 0.11% | -13.7% |
| Q4 2020 | $600,000 | +87.5% | 1,833 | +71.5% | 0.12% | -43.9% |
| Q3 2020 | $320,000 | -36.1% | 1,069 | -43.5% | 0.22% | +70.0% |
| Q2 2020 | $501,000 | +19.3% | 1,892 | +1.7% | 0.13% | -0.8% |
| Q1 2020 | $420,000 | +26.5% | 1,861 | +38.7% | 0.13% | +10.1% |
| Q4 2019 | $332,000 | 0.0% | 1,342 | 0.0% | 0.12% | 0.0% |
| Q3 2019 | $332,000 | – | 1,342 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 25,386 | $7,359,000 | 8.04% |
| LUCAS CAPITAL MANAGEMENT | 16,552 | $4,382,000 | 6.00% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 30,800 | $8,155,000 | 5.77% |
| CUMBERLAND ADVISORS INC | 55,959 | $14,816,000 | 5.61% |
| BANK HAPOALIM BM | 86,167 | $22,815,000 | 5.34% |
| Baltimore-Washington Financial Advisors, Inc. | 34,864 | $35,681,000 | 4.91% |
| PURA VIDA INVESTMENTS, LLC | 188,000 | $49,777,000 | 4.79% |
| Holistic Financial Partners | 20,561 | $5,444,000 | 4.70% |
| Cavalier Investments, LLC | 30,647 | $8,114,000 | 4.69% |
| J Arnold Wealth Management Co | 19,562 | $5,179,000 | 4.34% |