ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 549 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $329,223 | -15.3% | 6,788 | -1.4% | 0.01% | -14.3% |
| Q2 2023 | $388,836 | +156688.7% | 6,887 | +49.9% | 0.01% | +40.0% |
| Q1 2023 | $248 | -83.8% | 4,594 | -84.2% | 0.01% | -88.1% |
| Q4 2022 | $1,528 | -99.9% | 29,063 | +0.8% | 0.04% | -2.3% |
| Q3 2022 | $1,361,000 | -53.2% | 28,845 | -50.0% | 0.04% | -52.7% |
| Q2 2022 | $2,910,000 | -4.7% | 57,686 | +15.2% | 0.09% | -2.2% |
| Q1 2022 | $3,052,000 | +4.7% | 50,065 | +13.1% | 0.09% | +6.9% |
| Q4 2021 | $2,915,000 | +14.3% | 44,266 | +9.0% | 0.09% | +4.8% |
| Q3 2021 | $2,550,000 | -7.5% | 40,623 | +431.7% | 0.08% | -15.3% |
| Q2 2021 | $2,758,000 | -56.5% | 7,640 | -60.2% | 0.10% | -62.3% |
| Q1 2021 | $6,343,000 | -16.6% | 19,200 | -17.4% | 0.26% | -27.8% |
| Q4 2020 | $7,604,000 | +425.1% | 23,234 | +380.6% | 0.36% | +304.5% |
| Q3 2020 | $1,448,000 | +21.5% | 4,834 | +7.4% | 0.09% | +3.5% |
| Q2 2020 | $1,192,000 | – | 4,503 | – | 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% |