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 | $257,050 | -18.8% | 5,300 | -5.5% | 0.24% | -13.8% |
| Q2 2023 | $316,741 | +4.6% | 5,610 | 0.0% | 0.28% | +9.1% |
| Q1 2023 | $302,828 | +4.2% | 5,610 | +1.4% | 0.25% | +5.9% |
| Q4 2022 | $290,712 | +15.8% | 5,530 | +3.6% | 0.24% | +33.7% |
| Q3 2022 | $251,000 | -21.6% | 5,340 | +1.4% | 0.18% | +2.3% |
| Q1 2022 | $320,000 | -7.0% | 5,265 | +0.7% | 0.17% | -3.9% |
| Q4 2021 | $344,000 | +4.6% | 5,230 | -0.5% | 0.18% | -1.6% |
| Q3 2021 | $329,000 | +1.9% | 5,255 | +487.2% | 0.18% | +3.4% |
| Q2 2021 | $323,000 | +12.5% | 895 | +2.9% | 0.18% | +6.0% |
| Q1 2021 | $287,000 | +5.9% | 870 | +4.8% | 0.17% | -0.6% |
| Q4 2020 | $271,000 | +15.3% | 830 | +5.7% | 0.17% | +0.6% |
| Q3 2020 | $235,000 | +76.7% | 785 | +55.4% | 0.17% | +51.4% |
| Q4 2019 | $133,000 | – | 505 | – | 0.11% | – |
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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% |