ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 558 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $288,187 | -14.1% | 5,942 | 0.0% | 0.07% | -12.8% |
| Q2 2023 | $335,485 | +4.6% | 5,942 | 0.0% | 0.08% | 0.0% |
| Q1 2023 | $320,756 | -53.3% | 5,942 | -54.5% | 0.08% | -53.0% |
| Q4 2022 | $687,078 | +8.0% | 13,070 | +0.0% | 0.17% | +5.1% |
| Q3 2022 | $636,000 | -2.3% | 13,064 | +0.1% | 0.16% | -0.6% |
| Q2 2022 | $651,000 | -59.3% | 13,052 | -50.3% | 0.16% | -45.5% |
| Q1 2022 | $1,601,000 | -41.5% | 26,259 | -36.9% | 0.29% | -40.7% |
| Q4 2021 | $2,739,000 | -24.9% | 41,594 | -28.4% | 0.49% | -31.3% |
| Q3 2021 | $3,645,000 | -69.2% | 58,056 | +77.4% | 0.72% | -69.5% |
| Q2 2021 | $11,816,000 | +5.5% | 32,728 | -3.4% | 2.35% | +0.6% |
| Q1 2021 | $11,197,000 | -14.0% | 33,893 | -14.8% | 2.33% | -21.6% |
| Q4 2020 | $13,024,000 | +4.4% | 39,793 | -4.4% | 2.98% | +1.2% |
| Q3 2020 | $12,472,000 | +12.2% | 41,626 | -0.8% | 2.94% | +5.9% |
| Q2 2020 | $11,111,000 | – | 41,965 | – | 2.78% | – |
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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% |