ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40 | -14.9% | 828 | 0.0% | 0.01% | -13.3% |
| Q2 2023 | $47 | +4.4% | 828 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $45 | +2.3% | 828 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $44 | -99.9% | 828 | 0.0% | 0.02% | +7.1% |
| Q3 2022 | $39,000 | -7.1% | 828 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $42,000 | -16.0% | 828 | 0.0% | 0.02% | +7.1% |
| Q1 2022 | $50,000 | -9.1% | 828 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $55,000 | +5.8% | 828 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $52,000 | +4.0% | 828 | +500.0% | 0.02% | 0.0% |
| Q2 2021 | $50,000 | +8.7% | 138 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $46,000 | +2.2% | 138 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $45,000 | -15.1% | 138 | -21.6% | 0.02% | -31.8% |
| Q3 2020 | $53,000 | +12.8% | 176 | 0.0% | 0.02% | -29.0% |
| Q2 2020 | $47,000 | +17.5% | 176 | 0.0% | 0.03% | +10.7% |
| Q1 2020 | $40,000 | +11.1% | 176 | +27.5% | 0.03% | +47.4% |
| Q4 2019 | $36,000 | +200.0% | 138 | +187.5% | 0.02% | +171.4% |
| Q3 2019 | $12,000 | – | 48 | – | 0.01% | – |
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% |