ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 275 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.87 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $870,000 | +3.4% | 2,657 | -5.3% | 0.22% | -9.3% |
| Q3 2020 | $841,000 | +11.8% | 2,806 | -1.2% | 0.24% | +14.5% |
| Q2 2020 | $752,000 | +29.0% | 2,839 | +9.7% | 0.21% | +16.9% |
| Q1 2020 | $583,000 | -25.1% | 2,589 | -12.1% | 0.18% | -1.7% |
| Q4 2019 | $778,000 | -48.1% | 2,945 | -51.5% | 0.18% | -0.6% |
| Q3 2019 | $1,500,000 | +109.8% | 6,068 | +104.3% | 0.18% | +8.4% |
| Q2 2019 | $715,000 | +12.2% | 2,970 | +8.0% | 0.17% | +6.4% |
| Q1 2019 | $637,000 | +7.8% | 2,751 | -7.0% | 0.16% | -5.4% |
| Q4 2018 | $591,000 | -11.0% | 2,957 | +1.4% | 0.17% | -11.7% |
| Q3 2018 | $664,000 | +15.1% | 2,917 | +1.3% | 0.19% | +8.7% |
| Q2 2018 | $577,000 | +9.9% | 2,880 | +1.4% | 0.17% | +6.1% |
| Q1 2018 | $525,000 | +3.6% | 2,840 | -2.6% | 0.16% | -1.2% |
| Q4 2017 | $507,000 | +5.2% | 2,917 | +1.0% | 0.16% | +11.5% |
| Q3 2017 | $482,000 | -1.2% | 2,888 | -1.4% | 0.15% | -12.9% |
| Q2 2017 | $488,000 | +11.4% | 2,930 | +1.2% | 0.17% | +9.7% |
| Q1 2017 | $438,000 | +5.0% | 2,895 | -7.6% | 0.16% | -1.3% |
| Q4 2016 | $417,000 | -15.1% | 3,134 | -7.8% | 0.16% | -11.3% |
| Q3 2016 | $491,000 | +15.5% | 3,399 | +8.4% | 0.18% | +14.9% |
| Q2 2016 | $425,000 | +25.4% | 3,135 | +13.3% | 0.15% | +25.2% |
| Q1 2016 | $339,000 | – | 2,766 | – | 0.12% | – |
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% |