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 | $18,260,268 | -8.9% | 376,497 | +6.0% | 3.06% | -11.0% |
| Q2 2023 | $20,050,557 | +5.9% | 355,128 | +1.3% | 3.43% | +1.6% |
| Q1 2023 | $18,932,594 | +4.6% | 350,733 | +1.9% | 3.38% | -0.2% |
| Q4 2022 | $18,096,825 | +1.3% | 344,242 | -9.1% | 3.39% | -7.9% |
| Q3 2022 | $17,868,000 | -1.4% | 378,713 | +5.4% | 3.68% | -0.2% |
| Q2 2022 | $18,123,000 | -22.5% | 359,306 | -6.4% | 3.68% | -14.2% |
| Q1 2022 | $23,395,000 | +3.5% | 383,780 | +11.8% | 4.30% | +3.3% |
| Q4 2021 | $22,598,000 | +14.4% | 343,176 | +9.0% | 4.16% | +2.0% |
| Q3 2021 | $19,762,000 | +9.8% | 314,784 | +531.5% | 4.08% | +6.0% |
| Q2 2021 | $17,997,000 | +16.7% | 49,846 | +6.8% | 3.85% | +8.1% |
| Q1 2021 | $15,419,000 | +7.8% | 46,674 | +6.8% | 3.56% | -0.3% |
| Q4 2020 | $14,302,000 | +9.5% | 43,696 | +0.2% | 3.57% | -13.2% |
| Q3 2020 | $13,067,000 | +22.9% | 43,613 | +8.6% | 4.12% | +10.3% |
| Q2 2020 | $10,633,000 | +28.2% | 40,159 | +9.1% | 3.73% | -2.4% |
| Q1 2020 | $8,295,000 | – | 36,813 | – | 3.82% | – |
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% |