ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 358 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.77 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $131,262 | -13.9% | 2,700 | 0.0% | 0.03% | -6.2% |
| Q2 2023 | $152,442 | +4.6% | 2,700 | 0.0% | 0.03% | +3.2% |
| Q1 2023 | $145,746 | -65.8% | 2,700 | -66.7% | 0.03% | -64.8% |
| Q4 2022 | $425,803 | +11.5% | 8,100 | 0.0% | 0.09% | 0.0% |
| Q3 2022 | $382,000 | +40.4% | 8,100 | +50.0% | 0.09% | +29.4% |
| Q2 2022 | $272,000 | -17.3% | 5,400 | 0.0% | 0.07% | -2.9% |
| Q1 2022 | $329,000 | -7.6% | 5,400 | 0.0% | 0.07% | +2.9% |
| Q4 2021 | $356,000 | +5.0% | 5,400 | 0.0% | 0.07% | -17.1% |
| Q3 2021 | $339,000 | +109.3% | 5,400 | +1100.0% | 0.08% | +78.3% |
| Q2 2021 | $162,000 | +8.7% | 450 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $149,000 | +1.4% | 450 | 0.0% | 0.05% | +4.5% |
| Q4 2020 | $147,000 | +8.9% | 450 | 0.0% | 0.04% | -41.3% |
| Q3 2020 | $135,000 | +13.4% | 450 | 0.0% | 0.08% | +4.2% |
| Q2 2020 | $119,000 | +17.8% | 450 | 0.0% | 0.07% | +9.1% |
| Q1 2020 | $101,000 | -15.1% | 450 | 0.0% | 0.07% | +37.5% |
| Q4 2019 | $119,000 | +7.2% | 450 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $111,000 | +2.8% | 450 | 0.0% | 0.05% | -17.2% |
| Q2 2019 | $108,000 | – | 450 | – | 0.06% | – |
Download | ||||||
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% |