ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 568 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.43 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $590,730 | -14.1% | 12,180 | 0.0% | 0.25% | -26.4% |
| Q2 2023 | $687,683 | -1.5% | 12,180 | -5.8% | 0.34% | -6.3% |
| Q1 2023 | $697,961 | +2.7% | 12,930 | 0.0% | 0.36% | -2.9% |
| Q4 2022 | $679,730 | +11.4% | 12,930 | 0.0% | 0.38% | -2.3% |
| Q3 2022 | $610,000 | +810.4% | 12,930 | -2.7% | 0.38% | +836.6% |
| Q2 2022 | $67,000 | -91.7% | 13,290 | 0.0% | 0.04% | -91.5% |
| Q1 2022 | $810,000 | -7.4% | 13,290 | 0.0% | 0.48% | +4.6% |
| Q4 2021 | $875,000 | +0.8% | 13,290 | -3.9% | 0.46% | -17.9% |
| Q3 2021 | $868,000 | -4.7% | 13,830 | +447.7% | 0.56% | +5.1% |
| Q2 2021 | $911,000 | +8.3% | 2,525 | -0.8% | 0.53% | +2.7% |
| Q1 2021 | $841,000 | -1.8% | 2,545 | -2.7% | 0.52% | -8.8% |
| Q4 2020 | $856,000 | +7.4% | 2,615 | -1.5% | 0.57% | -3.6% |
| Q3 2020 | $797,000 | +13.4% | 2,655 | 0.0% | 0.59% | +0.9% |
| Q2 2020 | $703,000 | +7.8% | 2,655 | -8.3% | 0.58% | -13.1% |
| Q1 2020 | $652,000 | -16.2% | 2,895 | -1.7% | 0.67% | +16.1% |
| Q4 2019 | $778,000 | – | 2,945 | – | 0.58% | – |
Download | ||||||
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% |