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% | – |
Download | ||||||
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% |