ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 275 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.87 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $509,498 | -33.7% | 10,505 | -22.8% | 0.03% | -29.8% |
| Q2 2023 | $768,092 | +50.9% | 13,604 | +44.2% | 0.05% | +42.4% |
| Q1 2023 | $509,152 | +5.6% | 9,432 | +2.8% | 0.03% | -2.9% |
| Q4 2022 | $482,227 | +107300.2% | 9,173 | -3.6% | 0.03% | -2.9% |
| Q3 2022 | $449 | -10.6% | 9,511 | -4.5% | 0.04% | -12.5% |
| Q2 2022 | $502 | -33.9% | 9,959 | -20.1% | 0.04% | -21.6% |
| Q1 2022 | $760 | +26.2% | 12,467 | +36.3% | 0.05% | +8.5% |
| Q4 2021 | $602 | +23.6% | 9,146 | +17.9% | 0.05% | -2.1% |
| Q3 2021 | $487 | +62.9% | 7,756 | +836.7% | 0.05% | +33.3% |
| Q2 2021 | $299 | +15.9% | 828 | +5.9% | 0.04% | -10.0% |
| Q1 2021 | $258 | +24.0% | 782 | +23.0% | 0.04% | -2.4% |
| Q4 2020 | $208 | -100.0% | 636 | -80.7% | 0.04% | -85.4% |
| Q1 2019 | $763,000 | +20.0% | 3,297 | +3.5% | 0.28% | -24.3% |
| Q4 2018 | $636,000 | – | 3,185 | – | 0.37% | – |
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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% |