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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $493,000 | +4.9% | 7,494 | 0.0% | 0.12% | 0.0% |
| Q3 2021 | $470,000 | -13.9% | 7,494 | +396.0% | 0.12% | -17.8% |
| Q2 2021 | $546,000 | -89.5% | 1,511 | -90.4% | 0.15% | -90.4% |
| Q1 2021 | $5,190,000 | -16.1% | 15,712 | -16.8% | 1.51% | -31.6% |
| Q4 2020 | $6,184,000 | +6.8% | 18,894 | -2.2% | 2.21% | -9.8% |
| Q3 2020 | $5,788,000 | +31.2% | 19,318 | +16.0% | 2.45% | +15.1% |
| Q2 2020 | $4,411,000 | +838.5% | 16,659 | +699.0% | 2.13% | +572.2% |
| Q1 2020 | $470,000 | +15.8% | 2,085 | +35.8% | 0.32% | +46.1% |
| Q4 2019 | $406,000 | +4.4% | 1,535 | -2.5% | 0.22% | +3.3% |
| Q3 2019 | $389,000 | +2.6% | 1,575 | 0.0% | 0.21% | +6.6% |
| Q2 2019 | $379,000 | +3.8% | 1,575 | 0.0% | 0.20% | +1.0% |
| Q1 2019 | $365,000 | +9.0% | 1,575 | -6.0% | 0.20% | -11.4% |
| Q4 2018 | $335,000 | – | 1,675 | – | 0.22% | – |
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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% |