ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $617,114 | -8.1% | 12,724 | +7.0% | 0.04% | 0.0% |
| Q2 2023 | $671,422 | -0.7% | 11,892 | -5.0% | 0.04% | -9.1% |
| Q1 2023 | $675,884 | +1.3% | 12,521 | -1.4% | 0.04% | -12.0% |
| Q4 2022 | $667,429 | +50.0% | 12,696 | +34.7% | 0.05% | +16.3% |
| Q3 2022 | $445,000 | -6.3% | 9,425 | 0.0% | 0.04% | -4.4% |
| Q2 2022 | $475,000 | -32.1% | 9,425 | -18.0% | 0.04% | -18.2% |
| Q1 2022 | $700,000 | -10.1% | 11,488 | -2.8% | 0.06% | -6.8% |
| Q4 2021 | $779,000 | +228.7% | 11,824 | +213.1% | 0.06% | +136.0% |
| Q3 2021 | $237,000 | -73.0% | 3,777 | +55.2% | 0.02% | -59.0% |
| Q2 2021 | $878,000 | -3.5% | 2,433 | -11.7% | 0.06% | -14.1% |
| Q1 2021 | $910,000 | -11.9% | 2,754 | -12.7% | 0.07% | -14.5% |
| Q4 2020 | $1,033,000 | +10.6% | 3,155 | +1.2% | 0.08% | +15.3% |
| Q3 2020 | $934,000 | +17.0% | 3,117 | +4.2% | 0.07% | +16.1% |
| Q2 2020 | $798,000 | +55.9% | 2,992 | +32.4% | 0.06% | +1.6% |
| Q1 2020 | $512,000 | -10.8% | 2,259 | +4.6% | 0.06% | +165.2% |
| Q4 2019 | $574,000 | +71.9% | 2,159 | +59.6% | 0.02% | -34.3% |
| Q3 2019 | $334,000 | +2.5% | 1,353 | 0.0% | 0.04% | +6.1% |
| Q2 2019 | $326,000 | +6.2% | 1,353 | +1.9% | 0.03% | -2.9% |
| Q1 2019 | $307,000 | +25.3% | 1,328 | +8.1% | 0.03% | +9.7% |
| Q4 2018 | $245,000 | -7.5% | 1,228 | +5.6% | 0.03% | +6.9% |
| Q3 2018 | $265,000 | +15.2% | 1,163 | +1.3% | 0.03% | +70.6% |
| Q2 2018 | $230,000 | +8.5% | 1,148 | 0.0% | 0.02% | +6.2% |
| Q1 2018 | $212,000 | – | 1,148 | – | 0.02% | – |
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% |