ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 544 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,749,678 | -8.1% | 36,076 | +7.0% | 1.06% | -13.1% |
| Q2 2023 | $1,903,433 | +5.6% | 33,715 | +1.0% | 1.22% | -8.9% |
| Q1 2023 | $1,802,352 | +3.5% | 33,389 | +0.8% | 1.34% | -14.1% |
| Q4 2022 | $1,741,119 | -4.3% | 33,120 | -14.1% | 1.56% | -1.9% |
| Q3 2022 | $1,820,000 | -32.9% | 38,576 | -28.3% | 1.59% | -28.8% |
| Q2 2022 | $2,713,000 | -15.8% | 53,784 | +1.8% | 2.23% | +11.0% |
| Q1 2022 | $3,221,000 | -10.3% | 52,833 | -3.1% | 2.00% | +7.2% |
| Q4 2021 | $3,589,000 | +193.2% | 54,510 | +179.7% | 1.87% | +143.3% |
| Q3 2021 | $1,224,000 | -58.8% | 19,489 | +114.8% | 0.77% | -67.2% |
| Q4 2020 | $2,969,000 | +20.9% | 9,072 | +10.7% | 2.34% | 0.0% |
| Q3 2020 | $2,455,000 | +31.5% | 8,192 | +16.1% | 2.34% | +23.8% |
| Q2 2020 | $1,867,000 | – | 7,053 | – | 1.89% | – |
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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% |