ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $275,723 | -17.4% | 5,685 | -3.8% | 0.08% | -13.6% |
| Q2 2023 | $333,861 | -13.5% | 5,908 | -17.4% | 0.09% | -22.1% |
| Q1 2023 | $385,903 | -13.9% | 7,149 | -16.2% | 0.11% | -21.5% |
| Q4 2022 | $448,422 | +9.1% | 8,530 | +0.8% | 0.14% | +2.9% |
| Q3 2022 | $411,000 | -37.1% | 8,466 | -34.6% | 0.14% | -32.7% |
| Q2 2022 | $653,000 | -29.9% | 12,940 | -15.3% | 0.21% | -18.1% |
| Q1 2022 | $932,000 | -52.2% | 15,282 | -48.4% | 0.25% | -52.4% |
| Q4 2021 | $1,951,000 | -14.7% | 29,623 | -18.6% | 0.53% | -22.0% |
| Q3 2021 | $2,286,000 | -13.8% | 36,412 | +395.5% | 0.68% | -5.5% |
| Q2 2021 | $2,653,000 | -32.0% | 7,348 | -37.8% | 0.72% | -11.2% |
| Q1 2021 | $3,903,000 | -10.8% | 11,813 | -11.6% | 0.82% | -16.5% |
| Q4 2020 | $4,375,000 | +16.1% | 13,367 | +6.3% | 0.98% | +1.1% |
| Q3 2020 | $3,768,000 | +17.3% | 12,577 | +3.7% | 0.97% | +26.4% |
| Q2 2020 | $3,211,000 | – | 12,126 | – | 0.76% | – |
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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% |