ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 381 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 4.68 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,095,833 | -15.3% | 66,735 | +3.8% | 0.21% | -16.9% |
| Q2 2023 | $3,654,462 | +9.6% | 64,294 | +4.1% | 0.26% | +2.8% |
| Q1 2023 | $3,333,197 | +9.7% | 61,749 | +7.1% | 0.25% | +2.5% |
| Q4 2022 | $3,039,052 | +38.4% | 57,652 | +23.9% | 0.24% | -15.4% |
| Q3 2022 | $2,196,000 | -3.7% | 46,536 | +2.9% | 0.29% | +13.9% |
| Q2 2022 | $2,280,000 | -14.2% | 45,208 | +3.7% | 0.25% | -11.3% |
| Q1 2022 | $2,658,000 | -2.9% | 43,605 | +4.9% | 0.28% | -2.4% |
| Q4 2021 | $2,737,000 | +9.2% | 41,563 | +4.1% | 0.29% | +3.9% |
| Q3 2021 | $2,506,000 | +8.3% | 39,915 | +522.5% | 0.28% | +9.8% |
| Q2 2021 | $2,315,000 | -23.2% | 6,412 | -29.7% | 0.25% | -43.4% |
| Q1 2021 | $3,013,000 | +0.9% | 9,121 | -0.0% | 0.45% | -15.4% |
| Q4 2020 | $2,986,000 | 0.0% | 9,122 | -8.5% | 0.53% | -15.0% |
| Q3 2020 | $2,986,000 | +5.9% | 9,967 | +2.2% | 0.62% | +3.3% |
| Q2 2020 | $2,820,000 | +35.3% | 9,754 | +19.6% | 0.60% | +9.4% |
| Q1 2020 | $2,085,000 | -7.0% | 8,157 | -0.5% | 0.55% | +4.9% |
| Q4 2019 | $2,243,000 | +33.4% | 8,196 | +20.5% | 0.53% | -52.9% |
| Q3 2019 | $1,682,000 | +81.8% | 6,804 | +77.0% | 1.12% | +57.1% |
| Q2 2019 | $925,000 | – | 3,844 | – | 0.71% | – |
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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% |