ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,817,397 | +4.7% | 181,802 | +21.9% | 3.16% | +7.9% |
| Q2 2023 | $8,420,670 | -1.7% | 149,144 | -6.0% | 2.93% | -3.0% |
| Q1 2023 | $8,566,572 | +6.0% | 158,699 | +3.2% | 3.02% | -8.2% |
| Q4 2022 | $8,081,534 | +86.8% | 153,729 | +67.6% | 3.29% | +79.9% |
| Q3 2022 | $4,327,000 | -1.1% | 91,721 | +5.8% | 1.83% | +6.8% |
| Q2 2022 | $4,374,000 | -16.3% | 86,720 | +1.2% | 1.71% | -24.6% |
| Q1 2022 | $5,225,000 | -2.0% | 85,711 | +5.8% | 2.27% | -4.7% |
| Q4 2021 | $5,334,000 | +4.2% | 81,009 | -0.6% | 2.38% | +1.4% |
| Q3 2021 | $5,117,000 | +7.5% | 81,507 | +518.1% | 2.35% | +5.9% |
| Q2 2021 | $4,761,000 | +86.6% | 13,186 | +70.8% | 2.22% | +79.5% |
| Q1 2021 | $2,551,000 | +4.8% | 7,722 | +3.9% | 1.24% | -0.6% |
| Q4 2020 | $2,433,000 | +6.9% | 7,434 | -2.2% | 1.25% | -2.3% |
| Q3 2020 | $2,277,000 | -44.7% | 7,599 | -51.1% | 1.28% | +3.9% |
| Q2 2020 | $4,116,000 | +153.6% | 15,544 | +115.8% | 1.23% | +1.2% |
| Q1 2020 | $1,623,000 | -44.2% | 7,204 | -34.5% | 1.21% | -38.3% |
| Q4 2019 | $2,906,000 | +7.3% | 10,994 | +0.3% | 1.96% | +2.0% |
| Q3 2019 | $2,709,000 | -0.3% | 10,957 | -2.9% | 1.93% | -2.9% |
| Q2 2019 | $2,716,000 | +6.6% | 11,281 | +2.6% | 1.98% | -1.7% |
| Q1 2019 | $2,547,000 | -0.7% | 11,000 | -14.3% | 2.02% | -19.7% |
| Q4 2018 | $2,566,000 | – | 12,841 | – | 2.51% | – |
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% |