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 | $279,047 | -23.5% | 5,754 | -10.9% | 0.03% | -25.7% |
| Q2 2023 | $364,602 | -6.3% | 6,458 | -10.4% | 0.04% | -12.5% |
| Q1 2023 | $388,923 | -16.6% | 7,205 | -18.8% | 0.04% | -25.9% |
| Q4 2022 | $466,225 | +2.7% | 8,869 | -7.8% | 0.05% | 0.0% |
| Q3 2022 | $454,000 | -33.5% | 9,619 | -29.0% | 0.05% | -35.7% |
| Q2 2022 | $683,000 | -30.7% | 13,548 | -16.1% | 0.08% | -26.3% |
| Q1 2022 | $985,000 | -1.5% | 16,152 | +6.4% | 0.11% | -9.5% |
| Q4 2021 | $1,000,000 | -51.6% | 15,184 | -53.8% | 0.13% | -60.7% |
| Q3 2021 | $2,064,000 | -45.0% | 32,870 | +216.0% | 0.32% | -45.4% |
| Q2 2021 | $3,755,000 | -2.8% | 10,402 | -11.0% | 0.59% | -28.4% |
| Q1 2021 | $3,862,000 | -12.6% | 11,691 | -13.4% | 0.82% | -26.0% |
| Q4 2020 | $4,418,000 | +32.5% | 13,499 | +21.3% | 1.11% | +7.5% |
| Q3 2020 | $3,334,000 | +56.8% | 11,129 | +38.6% | 1.03% | +37.8% |
| Q2 2020 | $2,126,000 | – | 8,028 | – | 0.75% | – |
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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% |