ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 461 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 6.10 and the average weighting 0.5%.
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 | 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% |