ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 485 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 6.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $472,000 | -17.3% | 9,371 | +0.0% | 0.52% | -7.8% |
| Q1 2022 | $571,000 | -70.8% | 9,367 | -68.4% | 0.57% | -71.6% |
| Q4 2021 | $1,953,000 | +5.0% | 29,667 | +0.1% | 2.00% | -9.1% |
| Q3 2021 | $1,860,000 | +0.6% | 29,629 | +478.6% | 2.20% | -3.9% |
| Q2 2021 | $1,849,000 | -1.5% | 5,121 | -9.9% | 2.29% | -4.1% |
| Q1 2021 | $1,877,000 | -61.1% | 5,682 | -61.4% | 2.39% | -29.4% |
| Q4 2020 | $4,824,000 | +16.1% | 14,737 | +6.3% | 3.38% | +7.8% |
| Q3 2020 | $4,156,000 | +24.5% | 13,869 | +10.0% | 3.14% | +13.6% |
| Q2 2020 | $3,339,000 | – | 12,612 | – | 2.76% | – |
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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% |