ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 562 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $897,285 | -13.2% | 18,501 | +1.0% | 0.10% | -11.9% |
| Q2 2023 | $1,033,710 | +8.0% | 18,309 | +3.2% | 0.12% | +6.3% |
| Q1 2023 | $957,460 | +18.1% | 17,737 | +15.0% | 0.11% | +18.1% |
| Q4 2022 | $810,481 | +33.5% | 15,417 | +19.9% | 0.09% | +22.1% |
| Q3 2022 | $607,000 | +4.8% | 12,860 | +12.0% | 0.08% | +10.0% |
| Q2 2022 | $579,000 | +13.3% | 11,484 | +36.9% | 0.07% | +27.3% |
| Q1 2022 | $511,000 | +94.3% | 8,390 | +110.0% | 0.06% | +111.5% |
| Q4 2021 | $263,000 | +22.9% | 3,995 | +17.2% | 0.03% | -39.5% |
| Q3 2021 | $214,000 | – | 3,410 | – | 0.04% | – |
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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% |