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 | $914,913 | -21.8% | 18,864 | -8.9% | 0.12% | -19.6% |
| Q2 2023 | $1,169,359 | -36.7% | 20,711 | -39.5% | 0.14% | -46.4% |
| Q1 2023 | $1,846,405 | -48.5% | 34,205 | -49.8% | 0.27% | -47.1% |
| Q4 2022 | $3,582,835 | -7.8% | 68,154 | -17.3% | 0.50% | -27.2% |
| Q3 2022 | $3,886,000 | -12.8% | 82,371 | -6.7% | 0.69% | -10.1% |
| Q2 2022 | $4,454,000 | -37.3% | 88,307 | -24.2% | 0.77% | -16.2% |
| Q1 2022 | $7,099,000 | -12.8% | 116,465 | -5.8% | 0.92% | -4.4% |
| Q4 2021 | $8,142,000 | +1.6% | 123,649 | -3.1% | 0.96% | -12.2% |
| Q3 2021 | $8,010,000 | -4.2% | 127,590 | +459.5% | 1.10% | -6.1% |
| Q2 2021 | $8,361,000 | +8.1% | 22,805 | -2.6% | 1.17% | -8.5% |
| Q1 2021 | $7,735,000 | -0.1% | 23,415 | -1.0% | 1.28% | -7.1% |
| Q4 2020 | $7,741,000 | +277.8% | 23,651 | +262.5% | 1.37% | +192.8% |
| Q3 2020 | $2,049,000 | +18.9% | 6,524 | +0.2% | 0.47% | +13.0% |
| Q2 2020 | $1,723,000 | +150.1% | 6,510 | +112.9% | 0.42% | +69.4% |
| Q1 2020 | $689,000 | – | 3,058 | – | 0.24% | – |
Download | ||||||
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% |