ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,258 | -36.2% | 108,415 | -25.8% | 0.32% | -34.6% |
| Q2 2023 | $8,247 | -23.4% | 146,060 | -26.7% | 0.49% | -23.1% |
| Q1 2023 | $10,763 | -18.4% | 199,397 | -20.6% | 0.64% | +41.1% |
| Q4 2022 | $13,194 | -0.1% | 250,985 | -10.3% | 0.45% | +44900.0% |
| Q3 2022 | $13,201 | -99.9% | 279,799 | +19.4% | 0.00% | -99.9% |
| Q2 2022 | $11,819,000 | +0.6% | 234,310 | +21.6% | 0.88% | +11.2% |
| Q1 2022 | $11,747,000 | +109001.9% | 192,693 | +18.5% | 0.80% | +79500.0% |
| Q4 2021 | $10,767 | – | 162,569 | – | 0.00% | – |
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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% |