ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 544 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $32 | +3.2% | 600 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $31 | -99.9% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $28,000 | -6.7% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $30,000 | -18.9% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $37,000 | -7.5% | 600 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $40,000 | +5.3% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $38,000 | +5.6% | 600 | +500.0% | 0.01% | +20.0% |
| Q2 2021 | $36,000 | +9.1% | 100 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $33,000 | – | 100 | – | 0.01% | – |
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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% |