ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $153,988 | +3.5% | 3,175 | +20.5% | 0.02% | 0.0% |
| Q2 2023 | $148,772 | +10.0% | 2,635 | +5.2% | 0.02% | 0.0% |
| Q1 2023 | $135,220 | +3.4% | 2,505 | +0.7% | 0.02% | -6.2% |
| Q4 2022 | $130,742 | +9.0% | 2,487 | -2.4% | 0.02% | -5.9% |
| Q3 2022 | $120,000 | +5900.0% | 2,547 | +5319.1% | 0.02% | – |
| Q2 2022 | $2,000 | -66.7% | 47 | +113.6% | 0.00% | -100.0% |
| Q2 2020 | $6,000 | +20.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | – | 22 | – | 0.00% | – |
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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% |