ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 558 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $465,937 | -14.1% | 9,607 | 0.0% | 0.08% | -13.7% |
| Q2 2023 | $542,408 | +4.6% | 9,607 | +0.0% | 0.10% | +2.2% |
| Q1 2023 | $518,551 | +2.7% | 9,606 | 0.0% | 0.09% | -7.0% |
| Q4 2022 | $504,993 | +78.4% | 9,606 | +60.1% | 0.10% | +58.7% |
| Q3 2022 | $283,000 | -6.6% | 6,000 | 0.0% | 0.06% | -8.7% |
| Q2 2022 | $303,000 | -62.4% | 6,000 | -54.6% | 0.07% | -43.9% |
| Q1 2022 | $805,000 | -7.4% | 13,206 | 0.0% | 0.12% | -1.6% |
| Q4 2021 | $869,000 | +4.8% | 13,206 | +0.0% | 0.12% | -8.8% |
| Q3 2021 | $829,000 | +4.3% | 13,204 | +500.2% | 0.14% | +2.2% |
| Q2 2021 | $795,000 | +50.3% | 2,200 | +37.5% | 0.13% | +34.0% |
| Q1 2021 | $529,000 | +1.0% | 1,600 | 0.0% | 0.10% | -5.7% |
| Q4 2020 | $524,000 | +9.4% | 1,600 | 0.0% | 0.11% | -5.4% |
| Q3 2020 | $479,000 | +13.0% | 1,600 | 0.0% | 0.11% | +0.9% |
| Q2 2020 | $424,000 | +34.6% | 1,600 | +14.3% | 0.11% | +15.6% |
| Q1 2020 | $315,000 | – | 1,400 | – | 0.10% | – |
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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% |