ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213,183 | -25.9% | 4,396 | -13.7% | 0.01% | -30.0% |
| Q2 2023 | $287,590 | +27.4% | 5,094 | +21.8% | 0.01% | +25.0% |
| Q1 2023 | $225,718 | -14.1% | 4,182 | -16.3% | 0.01% | -20.0% |
| Q4 2022 | $262,797 | -8.4% | 4,999 | -17.8% | 0.01% | -23.1% |
| Q3 2022 | $287,000 | -29.1% | 6,080 | -22.9% | 0.01% | -23.5% |
| Q2 2022 | $405,000 | -61.4% | 7,881 | +151.0% | 0.02% | -72.1% |
| Q1 2021 | $1,050,000 | +105.9% | 3,140 | +109.3% | 0.06% | +79.4% |
| Q4 2020 | $510,000 | – | 1,500 | – | 0.03% | – |
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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% |