ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 485 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 6.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $303,534 | -8.0% | 6,258 | +7.0% | 0.09% | -10.1% |
| Q2 2023 | $330,103 | -5.0% | 5,847 | -9.2% | 0.10% | -13.9% |
| Q1 2023 | $347,486 | +2.7% | 6,437 | +0.0% | 0.12% | -5.0% |
| Q4 2022 | $338,346 | +6.1% | 6,436 | -4.7% | 0.12% | -1.6% |
| Q3 2022 | $319,000 | -10.9% | 6,754 | -4.7% | 0.12% | -8.2% |
| Q2 2022 | $358,000 | -17.7% | 7,089 | -0.6% | 0.13% | -5.6% |
| Q1 2022 | $435,000 | -8.8% | 7,131 | -1.5% | 0.14% | -8.4% |
| Q4 2021 | $477,000 | -3.8% | 7,241 | -8.3% | 0.16% | +6.2% |
| Q3 2021 | $496,000 | +18.7% | 7,900 | +581.6% | 0.15% | +17.7% |
| Q2 2021 | $418,000 | -12.7% | 1,159 | -20.1% | 0.12% | -24.4% |
| Q1 2021 | $479,000 | -9.5% | 1,451 | -10.3% | 0.16% | -13.7% |
| Q4 2020 | $529,000 | +40.7% | 1,617 | +28.7% | 0.19% | +23.4% |
| Q3 2020 | $376,000 | -59.8% | 1,256 | -67.7% | 0.15% | -73.3% |
| Q2 2019 | $935,000 | – | 3,886 | – | 0.58% | – |
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% |