ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $212,667 | +3.6% | 3,767 | -1.0% | 0.02% | -5.3% |
| Q1 2023 | $205,370 | -3.2% | 3,805 | -5.7% | 0.02% | -13.6% |
| Q4 2022 | $212,265 | -62.4% | 4,037 | -66.2% | 0.02% | -31.2% |
| Q3 2022 | $565,000 | -9.5% | 11,948 | -3.3% | 0.03% | -11.1% |
| Q2 2022 | $624,000 | -26.6% | 12,362 | -11.3% | 0.04% | -12.2% |
| Q1 2022 | $850,000 | +82.4% | 13,939 | +96.7% | 0.04% | -10.9% |
| Q4 2021 | $466,000 | +3.6% | 7,088 | +466.1% | 0.05% | 0.0% |
| Q2 2021 | $450,000 | -37.0% | 1,252 | -42.1% | 0.05% | -52.1% |
| Q1 2021 | $714,000 | -3.9% | 2,162 | -4.8% | 0.10% | -11.9% |
| Q4 2020 | $743,000 | -12.8% | 2,271 | -20.1% | 0.11% | -21.6% |
| Q3 2020 | $852,000 | +7.7% | 2,843 | -4.6% | 0.14% | -2.8% |
| Q2 2020 | $791,000 | +293.5% | 2,981 | +234.6% | 0.14% | +210.9% |
| Q1 2020 | $201,000 | -93.6% | 891 | -92.5% | 0.05% | -90.4% |
| Q4 2019 | $3,157,000 | +4.3% | 11,942 | -2.5% | 0.48% | -24.1% |
| Q3 2019 | $3,026,000 | +2.8% | 12,247 | +0.3% | 0.63% | +62.8% |
| Q2 2019 | $2,943,000 | +1040.7% | 12,212 | +988.4% | 0.39% | +578.9% |
| Q1 2019 | $258,000 | – | 1,122 | – | 0.06% | – |
Download | ||||||
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% |