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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $4,768,000 | -23.0% | 94,519 | -6.9% | 1.95% | -5.7% |
| Q1 2022 | $6,190,000 | -22.7% | 101,556 | -16.5% | 2.07% | -12.0% |
| Q4 2021 | $8,009,000 | +41.0% | 121,619 | +34.4% | 2.35% | +26.7% |
| Q3 2021 | $5,680,000 | +68.5% | 90,468 | +868.9% | 1.86% | +72.3% |
| Q2 2021 | $3,371,000 | -45.6% | 9,337 | -50.2% | 1.08% | -50.0% |
| Q1 2021 | $6,196,000 | +5.4% | 18,756 | +4.4% | 2.15% | +0.6% |
| Q4 2020 | $5,880,000 | +31.0% | 17,967 | +19.9% | 2.14% | +20.0% |
| Q3 2020 | $4,488,000 | +22.8% | 14,979 | +8.5% | 1.78% | +15.2% |
| Q2 2020 | $3,655,000 | +26.2% | 13,804 | +7.4% | 1.55% | -5.3% |
| Q1 2020 | $2,897,000 | -30.8% | 12,857 | -18.8% | 1.64% | -30.6% |
| Q4 2019 | $4,185,000 | +45.8% | 15,834 | +36.4% | 2.36% | +37.9% |
| Q3 2019 | $2,870,000 | +33.0% | 11,607 | +29.4% | 1.71% | +20.2% |
| Q2 2019 | $2,158,000 | +78.9% | 8,968 | +72.2% | 1.42% | +43.2% |
| Q1 2019 | $1,206,000 | – | 5,207 | – | 0.99% | – |
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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% |