ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $475,000 | -14.3% | 9,794 | -0.2% | 0.19% | -14.9% |
| Q2 2023 | $554,313 | -4.2% | 9,817 | -8.4% | 0.22% | -10.9% |
| Q1 2023 | $578,758 | -4.4% | 10,721 | -6.9% | 0.25% | -12.4% |
| Q4 2022 | $605,168 | -1.1% | 11,511 | -9.8% | 0.28% | -18.2% |
| Q3 2022 | $612,000 | -23.0% | 12,756 | -19.1% | 0.35% | -23.8% |
| Q2 2022 | $795,000 | -35.5% | 15,777 | -21.9% | 0.45% | -25.8% |
| Q1 2022 | $1,232,000 | -10.1% | 20,212 | -2.9% | 0.61% | -8.7% |
| Q4 2021 | $1,371,000 | -4.5% | 20,824 | -9.0% | 0.67% | -19.7% |
| Q3 2021 | $1,436,000 | +5.5% | 22,888 | +507.1% | 0.83% | +2.1% |
| Q2 2021 | $1,361,000 | -49.8% | 3,770 | -54.0% | 0.82% | -52.6% |
| Q1 2021 | $2,709,000 | +8.4% | 8,203 | +7.4% | 1.72% | +78.9% |
| Q4 2020 | $2,498,000 | -6.6% | 7,635 | -14.5% | 0.96% | -20.0% |
| Q3 2020 | $2,675,000 | +18.4% | 8,931 | +4.7% | 1.20% | -0.7% |
| Q2 2020 | $2,259,000 | – | 8,533 | – | 1.21% | – |
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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% |