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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $203,344 | -4.0% | 3,602 | -8.2% | 0.01% | -10.0% |
| Q1 2023 | $211,721 | -15.3% | 3,922 | -4.5% | 0.01% | -23.1% |
| Q1 2022 | $250,000 | +5.5% | 4,105 | +14.3% | 0.01% | 0.0% |
| Q4 2021 | $237,000 | +111.6% | 3,592 | +956.5% | 0.01% | +160.0% |
| Q1 2021 | $112,000 | -12.5% | 340 | -13.0% | 0.01% | -28.6% |
| Q4 2020 | $128,000 | +9.4% | 391 | 0.0% | 0.01% | -30.0% |
| Q3 2020 | $117,000 | -45.1% | 391 | -51.3% | 0.01% | -47.4% |
| Q2 2020 | $213,000 | +17.0% | 803 | +8.5% | 0.02% | 0.0% |
| Q1 2020 | $182,000 | -6.7% | 740 | +0.1% | 0.02% | 0.0% |
| Q4 2019 | $195,000 | +6.6% | 739 | 0.0% | 0.02% | -5.0% |
| Q3 2019 | $183,000 | +123.2% | 739 | +118.0% | 0.02% | +122.2% |
| Q2 2019 | $82,000 | +5.1% | 339 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $78,000 | +14.7% | 339 | 0.0% | 0.01% | -10.0% |
| Q4 2018 | $68,000 | -1.4% | 339 | +0.3% | 0.01% | +11.1% |
| Q3 2018 | $69,000 | -1.4% | 338 | 0.0% | 0.01% | -10.0% |
| Q2 2018 | $70,000 | -59.8% | 338 | -64.0% | 0.01% | -64.3% |
| Q1 2018 | $174,000 | +35.9% | 938 | +27.1% | 0.03% | +33.3% |
| Q4 2017 | $128,000 | +128.6% | 738 | +118.3% | 0.02% | +61.5% |
| Q3 2017 | $56,000 | – | 338 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 25,386 | $7,359,000 | 8.04% |
| LUCAS CAPITAL MANAGEMENT | 16,552 | $4,382,000 | 6.00% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 30,800 | $8,155,000 | 5.77% |
| CUMBERLAND ADVISORS INC | 55,959 | $14,816,000 | 5.61% |
| BANK HAPOALIM BM | 86,167 | $22,815,000 | 5.34% |
| Baltimore-Washington Financial Advisors, Inc. | 34,864 | $35,681,000 | 4.91% |
| PURA VIDA INVESTMENTS, LLC | 188,000 | $49,777,000 | 4.79% |
| Holistic Financial Partners | 20,561 | $5,444,000 | 4.70% |
| Cavalier Investments, LLC | 30,647 | $8,114,000 | 4.69% |
| J Arnold Wealth Management Co | 19,562 | $5,179,000 | 4.34% |