ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 562 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $245,000 | +2.1% | 3,717 | -2.6% | 0.09% | -10.9% |
| Q3 2021 | $240,000 | +2.1% | 3,815 | +0.5% | 0.10% | -1.0% |
| Q2 2021 | $235,000 | +15.2% | 3,795 | +514.1% | 0.10% | +24.4% |
| Q1 2021 | $204,000 | -23.3% | 618 | -24.0% | 0.08% | -32.2% |
| Q4 2020 | $266,000 | -5.3% | 813 | -13.3% | 0.12% | -31.2% |
| Q3 2020 | $281,000 | -8.8% | 938 | -19.5% | 0.18% | -12.0% |
| Q2 2020 | $308,000 | +1.3% | 1,165 | -13.6% | 0.20% | -15.3% |
| Q1 2020 | $304,000 | -17.2% | 1,349 | -2.7% | 0.24% | +6.3% |
| Q4 2019 | $367,000 | +4.6% | 1,387 | -2.2% | 0.22% | -4.7% |
| Q3 2019 | $351,000 | -4.6% | 1,418 | -7.1% | 0.23% | -6.0% |
| Q2 2019 | $368,000 | -1.6% | 1,527 | -5.6% | 0.25% | -8.5% |
| Q1 2019 | $374,000 | +14.7% | 1,617 | -0.9% | 0.27% | +0.7% |
| Q4 2018 | $326,000 | -22.6% | 1,632 | -11.8% | 0.27% | -12.4% |
| Q3 2018 | $421,000 | +13.8% | 1,851 | +0.5% | 0.31% | +9.6% |
| Q2 2018 | $370,000 | +6.9% | 1,842 | -1.4% | 0.28% | +3.7% |
| Q1 2018 | $346,000 | +1.8% | 1,868 | -4.5% | 0.27% | +3.8% |
| Q4 2017 | $340,000 | – | 1,957 | – | 0.26% | – |
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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% |