ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 298 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 4.64 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,433,215 | -18.1% | 29,551 | -4.7% | 0.06% | -15.2% |
| Q2 2023 | $1,750,925 | +16.0% | 31,012 | +10.9% | 0.07% | +6.5% |
| Q1 2023 | $1,509,501 | -17.0% | 27,964 | -19.1% | 0.06% | -23.5% |
| Q4 2022 | $1,818,138 | -2.0% | 34,585 | -12.1% | 0.08% | -14.7% |
| Q3 2022 | $1,856,000 | +0.9% | 39,340 | +7.9% | 0.10% | -22.1% |
| Q2 2022 | $1,840,000 | -7.6% | 36,471 | +11.7% | 0.12% | +9.9% |
| Q1 2022 | $1,991,000 | -15.2% | 32,665 | -8.4% | 0.11% | -10.5% |
| Q4 2021 | $2,349,000 | +3.6% | 35,667 | -1.3% | 0.12% | -7.5% |
| Q3 2021 | $2,268,000 | +11.5% | 36,126 | +541.3% | 0.13% | +10.7% |
| Q2 2021 | $2,034,000 | +3.2% | 5,633 | -5.5% | 0.12% | -10.4% |
| Q1 2021 | $1,970,000 | +3.2% | 5,964 | +2.3% | 0.14% | -4.9% |
| Q4 2020 | $1,909,000 | +77.1% | 5,832 | +62.1% | 0.14% | +52.7% |
| Q3 2020 | $1,078,000 | +90.1% | 3,598 | +68.1% | 0.09% | +66.1% |
| Q2 2020 | $567,000 | +122.4% | 2,140 | +101.9% | 0.06% | +69.7% |
| Q2 2019 | $255,000 | -94.1% | 1,060 | -94.4% | 0.03% | -95.0% |
| Q3 2018 | $4,307,000 | – | 18,934 | – | 0.65% | – |
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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% |