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 | $775,138 | -21.8% | 15,982 | -9.0% | 0.19% | -22.2% |
| Q2 2023 | $991,625 | +17.2% | 17,563 | +10.3% | 0.24% | +7.2% |
| Q1 2023 | $846,369 | +1.2% | 15,927 | +0.1% | 0.22% | +0.9% |
| Q4 2022 | $836,167 | +10.0% | 15,906 | -1.3% | 0.22% | -2.2% |
| Q3 2022 | $760,000 | -12.1% | 16,109 | +0.1% | 0.23% | +2.7% |
| Q2 2022 | $865,000 | -23.7% | 16,095 | -13.4% | 0.22% | -18.8% |
| Q1 2022 | $1,133,000 | -10.5% | 18,580 | -3.3% | 0.27% | -25.1% |
| Q4 2021 | $1,266,000 | +4.7% | 19,223 | -0.2% | 0.36% | -8.6% |
| Q3 2021 | $1,209,000 | -2.6% | 19,262 | +460.6% | 0.40% | -4.3% |
| Q2 2021 | $1,241,000 | +8.8% | 3,436 | -0.5% | 0.41% | -5.0% |
| Q1 2021 | $1,141,000 | -2.2% | 3,454 | -3.1% | 0.44% | -29.7% |
| Q4 2020 | $1,167,000 | +18.5% | 3,565 | +8.5% | 0.62% | +1.3% |
| Q3 2020 | $985,000 | +13.0% | 3,287 | -0.2% | 0.61% | -2.7% |
| Q2 2020 | $872,000 | +27.1% | 3,292 | +8.1% | 0.63% | +1.1% |
| Q1 2020 | $686,000 | -3.2% | 3,046 | +19.0% | 0.62% | +34.9% |
| Q4 2019 | $709,000 | +124.4% | 2,559 | +100.4% | 0.46% | +114.4% |
| Q3 2019 | $316,000 | +271.8% | 1,277 | +201.2% | 0.22% | +258.3% |
| Q2 2018 | $85,000 | – | 424 | – | 0.06% | – |
Download | ||||||
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% |