ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 568 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.43 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $255 | +9.4% | 4,525 | +7.1% | 0.20% | +14.2% |
| Q1 2023 | $233 | -32.1% | 4,225 | -35.2% | 0.18% | -31.5% |
| Q4 2022 | $343 | -99.9% | 6,525 | -4.4% | 0.26% | +0.4% |
| Q3 2022 | $322,000 | -17.4% | 6,825 | -11.7% | 0.26% | -11.4% |
| Q2 2022 | $390,000 | -17.2% | 7,725 | 0.0% | 0.29% | +3.2% |
| Q1 2022 | $471,000 | -17.1% | 7,725 | -10.4% | 0.28% | -9.1% |
| Q4 2021 | $568,000 | -4.1% | 8,625 | -8.5% | 0.31% | -11.0% |
| Q3 2021 | $592,000 | +10.0% | 9,425 | +532.6% | 0.35% | +10.2% |
| Q2 2021 | $538,000 | -6.4% | 1,490 | -14.4% | 0.31% | -14.9% |
| Q1 2021 | $575,000 | +7.1% | 1,740 | +6.1% | 0.37% | -5.4% |
| Q4 2020 | $537,000 | +18.8% | 1,640 | +8.6% | 0.39% | +7.1% |
| Q3 2020 | $452,000 | +13.0% | 1,510 | 0.0% | 0.36% | 0.0% |
| Q2 2020 | $400,000 | +7.0% | 1,510 | -9.0% | 0.36% | -17.6% |
| Q1 2020 | $374,000 | +59.8% | 1,660 | +87.6% | 0.44% | +133.9% |
| Q4 2019 | $234,000 | – | 885 | – | 0.19% | – |
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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% |