ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 381 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 4.68 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $844,383 | +9.5% | 16,062 | -1.7% | 0.50% | -4.4% |
| Q3 2022 | $771,000 | -8.5% | 16,348 | -2.3% | 0.52% | -4.8% |
| Q2 2022 | $843,000 | -20.5% | 16,730 | -4.0% | 0.54% | -9.2% |
| Q1 2022 | $1,061,000 | -10.2% | 17,421 | -3.0% | 0.60% | -3.9% |
| Q4 2021 | $1,182,000 | +5.7% | 17,953 | +0.8% | 0.62% | -1.9% |
| Q3 2021 | $1,118,000 | +7.6% | 17,811 | +518.9% | 0.64% | +8.2% |
| Q2 2021 | $1,039,000 | +9.9% | 2,878 | +0.5% | 0.59% | +4.3% |
| Q1 2021 | $945,000 | -0.8% | 2,863 | +2.1% | 0.56% | +5.2% |
| Q4 2020 | $953,000 | +15.2% | 2,804 | +1.6% | 0.54% | -2.4% |
| Q3 2020 | $827,000 | +19.0% | 2,761 | +5.1% | 0.55% | +2.4% |
| Q2 2020 | $695,000 | +21.3% | 2,627 | +3.3% | 0.54% | +7.9% |
| Q1 2020 | $573,000 | -2.2% | 2,543 | +14.7% | 0.50% | +28.8% |
| Q4 2019 | $586,000 | +6.4% | 2,217 | -0.6% | 0.38% | -3.5% |
| Q3 2019 | $551,000 | +4.0% | 2,230 | +1.1% | 0.40% | +3.4% |
| Q2 2019 | $530,000 | +104.6% | 2,205 | +96.9% | 0.39% | +78.7% |
| Q1 2019 | $259,000 | +25.7% | 1,120 | +8.5% | 0.22% | +18.0% |
| Q4 2018 | $206,000 | -6.8% | 1,032 | +6.1% | 0.18% | +7.0% |
| Q3 2018 | $221,000 | +325.0% | 973 | +227.6% | 0.17% | +263.8% |
| Q4 2017 | $52,000 | – | 297 | – | 0.05% | – |
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% |