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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $412,314 | -16.4% | 8,501 | -2.7% | 0.27% | -20.1% |
| Q2 2023 | $493,365 | +4.2% | 8,738 | -0.3% | 0.34% | -7.3% |
| Q1 2023 | $473,268 | -6.6% | 8,767 | -9.1% | 0.37% | -18.5% |
| Q4 2022 | $506,935 | +11.4% | 9,643 | +0.0% | 0.45% | +0.9% |
| Q3 2022 | $455,000 | -13.2% | 9,639 | -7.1% | 0.45% | -8.9% |
| Q2 2022 | $524,000 | -76.6% | 10,380 | -71.8% | 0.49% | -65.4% |
| Q1 2022 | $2,244,000 | -62.6% | 36,809 | -59.7% | 1.43% | -59.1% |
| Q4 2021 | $6,008,000 | +4.9% | 91,235 | +0.1% | 3.48% | -1.3% |
| Q3 2021 | $5,725,000 | +7.0% | 91,189 | +515.2% | 3.53% | +10.5% |
| Q2 2021 | $5,352,000 | -22.9% | 14,823 | -29.4% | 3.19% | -30.2% |
| Q1 2021 | $6,940,000 | +0.2% | 21,006 | -0.8% | 4.58% | -4.2% |
| Q4 2020 | $6,929,000 | +11.7% | 21,169 | +2.0% | 4.78% | -4.0% |
| Q3 2020 | $6,205,000 | +14.0% | 20,751 | +0.9% | 4.98% | +6.0% |
| Q2 2020 | $5,444,000 | – | 20,561 | – | 4.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hall Private Wealth Advisors | 212,008 | $13,961,000 | 8.67% |
| Bullseye Investment Management, LLC | 136,626 | $8,997,000 | 6.55% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 200,973 | $13,234,000 | 5.65% |
| Madden Advisory Services, Inc. | 122,397 | $8,060,000 | 5.29% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1,067,020 | $70,270,000 | 5.04% |
| CUMBERLAND ADVISORS INC | 331,735 | $21,845,000 | 4.58% |
| Safeguard Investment Advisory Group, LLC | 110,697 | $7,289,000 | 4.25% |
| Diversified, LLC | 150,522 | $9,912,000 | 4.19% |
| Flaharty Asset Management, LLC | 343,176 | $22,598,000 | 4.16% |
| Ahrens Investment Partners LLC | 140,861 | $9,276,000 | 4.10% |