ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,522 | -14.1% | 6,052 | +0.0% | 0.06% | -9.7% |
| Q2 2023 | $341,583 | +5.6% | 6,050 | +1.0% | 0.06% | -1.6% |
| Q1 2023 | $323,502 | +6.2% | 5,993 | +3.5% | 0.06% | -1.6% |
| Q4 2022 | $304,538 | +18.5% | 5,793 | +6.4% | 0.06% | +8.5% |
| Q3 2022 | $257,000 | -4.5% | 5,446 | +2.1% | 0.06% | 0.0% |
| Q2 2022 | $269,000 | -42.5% | 5,334 | -30.5% | 0.06% | -29.8% |
| Q1 2022 | $468,000 | -5.8% | 7,676 | +1.7% | 0.08% | +1.2% |
| Q4 2021 | $497,000 | +29.8% | 7,549 | +23.7% | 0.08% | +18.6% |
| Q3 2021 | $383,000 | +4.4% | 6,101 | +499.9% | 0.07% | +7.7% |
| Q2 2021 | $367,000 | +10.2% | 1,017 | +1.0% | 0.06% | 0.0% |
| Q1 2021 | $333,000 | +1.8% | 1,007 | +0.7% | 0.06% | -1.5% |
| Q4 2020 | $327,000 | +38.6% | 1,000 | +26.9% | 0.07% | 0.0% |
| Q3 2020 | $236,000 | +16.8% | 788 | +3.1% | 0.07% | -1.5% |
| Q2 2020 | $202,000 | -9.8% | 764 | -9.8% | 0.07% | +17.5% |
| Q4 2019 | $224,000 | +6.7% | 847 | -0.2% | 0.06% | -1.7% |
| Q3 2019 | $210,000 | +1.4% | 849 | -1.4% | 0.06% | 0.0% |
| Q2 2019 | $207,000 | – | 861 | – | 0.06% | – |
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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% |