ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $758,717 | -25.7% | 15,606 | -13.7% | 0.05% | -29.2% |
| Q2 2023 | $1,021,158 | -15.7% | 18,086 | -19.4% | 0.07% | -22.6% |
| Q1 2023 | $1,211,711 | -3.8% | 22,447 | -6.3% | 0.09% | -24.4% |
| Q4 2022 | $1,259,020 | +349.6% | 23,949 | +303.2% | 0.12% | +324.1% |
| Q3 2022 | $280,000 | -5.1% | 5,940 | +1.3% | 0.03% | +3.6% |
| Q2 2022 | $295,000 | -82.9% | 5,862 | -79.3% | 0.03% | -80.7% |
| Q1 2022 | $1,727,000 | -12.2% | 28,339 | -5.1% | 0.14% | -12.1% |
| Q4 2021 | $1,967,000 | +3.7% | 29,875 | -1.1% | 0.16% | -22.9% |
| Q3 2021 | $1,896,000 | -5.5% | 30,210 | +443.5% | 0.21% | -11.2% |
| Q2 2021 | $2,006,000 | -16.6% | 5,558 | -23.7% | 0.24% | -37.4% |
| Q1 2021 | $2,406,000 | +0.8% | 7,284 | -0.1% | 0.38% | -22.8% |
| Q4 2020 | $2,387,000 | +31.4% | 7,293 | +20.3% | 0.50% | +11.9% |
| Q3 2020 | $1,816,000 | +12.2% | 6,061 | -0.8% | 0.45% | -4.5% |
| Q2 2020 | $1,618,000 | +101.7% | 6,111 | +71.7% | 0.47% | +70.4% |
| Q1 2020 | $802,000 | +8.4% | 3,559 | +27.1% | 0.27% | -26.5% |
| Q4 2019 | $740,000 | +4.5% | 2,801 | -2.2% | 0.37% | +4.2% |
| Q3 2019 | $708,000 | +97.8% | 2,865 | +92.7% | 0.36% | +2.9% |
| Q2 2019 | $358,000 | – | 1,487 | – | 0.35% | – |
Download | ||||||
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% |