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 2022 | $223,856 | +5.1% | 4,254 | -4.9% | 0.05% | +6.8% |
| Q3 2022 | $213,000 | -0.9% | 4,472 | +4.8% | 0.04% | +18.9% |
| Q2 2022 | $215,000 | -12.2% | 4,269 | +4.7% | 0.04% | +2.8% |
| Q1 2022 | $245,000 | -4.3% | 4,077 | +5.7% | 0.04% | +20.0% |
| Q4 2021 | $256,000 | +3.6% | 3,858 | +1.1% | 0.03% | -6.2% |
| Q3 2021 | $247,000 | +6.9% | 3,816 | +496.2% | 0.03% | +14.3% |
| Q2 2021 | $231,000 | +7.4% | 640 | -3.0% | 0.03% | -9.7% |
| Q1 2021 | $215,000 | -16.7% | 660 | -41.9% | 0.03% | -44.6% |
| Q1 2020 | $258,000 | -44.0% | 1,136 | -35.3% | 0.06% | -35.6% |
| Q4 2019 | $461,000 | – | 1,755 | – | 0.09% | – |
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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% |