ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,000 | -14.1% | 6,000 | 0.0% | 0.18% | -11.2% |
| Q2 2023 | $338,760 | +4.6% | 6,000 | 0.0% | 0.20% | +9.6% |
| Q1 2023 | $323,880 | +2.7% | 6,000 | 0.0% | 0.19% | -1.1% |
| Q4 2022 | $315,420 | +11.5% | 6,000 | 0.0% | 0.19% | +35.0% |
| Q3 2022 | $283,000 | -6.6% | 6,000 | 0.0% | 0.14% | -6.7% |
| Q2 2022 | $303,000 | -17.2% | 6,000 | 0.0% | 0.15% | +25.0% |
| Q1 2022 | $366,000 | -7.3% | 6,000 | 0.0% | 0.12% | -19.5% |
| Q4 2021 | $395,000 | +4.8% | 6,000 | 0.0% | 0.15% | -3.9% |
| Q3 2021 | $377,000 | +4.4% | 6,000 | +500.0% | 0.16% | +9.9% |
| Q2 2021 | $361,000 | +20.3% | 1,000 | 0.0% | 0.14% | +19.5% |
| Q1 2021 | $300,000 | -8.3% | 1,000 | 0.0% | 0.12% | -13.9% |
| Q4 2020 | $327,000 | +9.0% | 1,000 | 0.0% | 0.14% | -3.5% |
| Q3 2020 | $300,000 | +13.2% | 1,000 | 0.0% | 0.14% | +3.6% |
| Q2 2020 | $265,000 | +17.8% | 1,000 | 0.0% | 0.14% | -2.1% |
| Q1 2020 | $225,000 | -14.8% | 1,000 | 0.0% | 0.14% | -15.7% |
| Q4 2019 | $264,000 | – | 1,000 | – | 0.17% | – |
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% |