ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 230 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 159.97 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,614,484 | +655.6% | 280,711 | +779.6% | 0.37% | +762.8% |
| Q2 2023 | $1,801,752 | -87.2% | 31,912 | -87.8% | 0.04% | -87.2% |
| Q1 2023 | $14,088,780 | +18.8% | 261,000 | +38.2% | 0.34% | +69.2% |
| Q3 2021 | $11,859,000 | +4.3% | 188,892 | +500.0% | 0.20% | +3.1% |
| Q2 2021 | $11,366,000 | +1046.9% | 31,482 | +949.4% | 0.19% | +910.5% |
| Q1 2021 | $991,000 | -76.7% | 3,000 | -76.9% | 0.02% | -78.4% |
| Q4 2020 | $4,248,000 | +176.6% | 12,980 | +123.8% | 0.09% | +87.2% |
| Q2 2020 | $1,536,000 | +17.5% | 5,800 | 0.0% | 0.05% | -2.1% |
| Q1 2020 | $1,307,000 | -51.9% | 5,800 | -50.6% | 0.05% | -11.1% |
| Q1 2019 | $2,720,000 | -44.0% | 11,750 | -51.6% | 0.05% | -53.4% |
| Q4 2018 | $4,855,000 | -12.2% | 24,300 | 0.0% | 0.12% | +8.4% |
| Q3 2018 | $5,528,000 | +86.1% | 24,300 | +64.2% | 0.11% | +57.4% |
| Q2 2018 | $2,970,000 | – | 14,800 | – | 0.07% | – |
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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% |