ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 562 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $517,786 | +12.3% | 10,676 | +30.8% | 0.00% | 0.0% |
| Q2 2023 | $460,996 | -9.7% | 8,165 | -13.6% | 0.00% | 0.0% |
| Q1 2023 | $510,327 | -3.0% | 9,454 | -5.5% | 0.00% | -33.3% |
| Q4 2022 | $526,121 | +97.0% | 10,008 | +89.0% | 0.00% | +200.0% |
| Q2 2022 | $267,000 | -51.5% | 5,296 | -41.3% | 0.00% | -50.0% |
| Q1 2022 | $550,000 | -4.7% | 9,023 | +2.9% | 0.00% | 0.0% |
| Q4 2021 | $577,000 | +19.0% | 8,767 | +13.5% | 0.00% | 0.0% |
| Q3 2021 | $485,000 | – | 7,722 | – | 0.00% | – |
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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% |