ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $625,085 | -22.6% | 12,890 | -9.9% | 0.01% | -38.5% |
| Q2 2023 | $807,559 | +25.9% | 14,304 | +20.4% | 0.01% | +18.2% |
| Q1 2023 | $641,201 | -15.7% | 11,877 | -17.9% | 0.01% | -26.7% |
| Q4 2022 | $760,999 | +26.4% | 14,475 | +13.1% | 0.02% | +15.4% |
| Q3 2022 | $602,000 | -11.7% | 12,801 | -5.5% | 0.01% | -7.1% |
| Q2 2022 | $682,000 | -33.9% | 13,541 | -20.0% | 0.01% | 0.0% |
| Q1 2022 | $1,032,000 | +4.0% | 16,927 | +12.4% | 0.01% | -46.2% |
| Q4 2021 | $992,000 | +24.5% | 15,061 | +18.7% | 0.03% | +30.0% |
| Q3 2021 | $797,000 | – | 12,691 | – | 0.02% | – |
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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% |