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 | $2,325,344 | +925.1% | 47,945 | +1041.0% | 0.23% | +845.8% |
| Q1 2023 | $226,835 | -35.6% | 4,202 | -37.3% | 0.02% | -36.8% |
| Q4 2022 | $352,335 | -26.9% | 6,702 | -34.4% | 0.04% | -28.3% |
| Q3 2022 | $482,000 | -29.0% | 10,222 | -24.1% | 0.05% | -25.4% |
| Q2 2022 | $679,000 | -13.8% | 13,471 | +4.2% | 0.07% | +1.4% |
| Q1 2022 | $788,000 | -15.7% | 12,926 | -9.0% | 0.07% | -15.7% |
| Q4 2021 | $935,000 | +0.3% | 14,201 | -0.9% | 0.08% | -1.2% |
| Q3 2021 | $932,000 | +12.8% | 14,327 | +525.4% | 0.08% | -29.4% |
| Q2 2021 | $826,000 | -20.6% | 2,291 | -27.2% | 0.12% | -4.8% |
| Q1 2021 | $1,040,000 | -19.8% | 3,146 | -20.5% | 0.12% | -26.5% |
| Q4 2020 | $1,296,000 | +24.6% | 3,959 | +14.1% | 0.17% | -10.1% |
| Q3 2020 | $1,040,000 | -24.8% | 3,471 | -43.4% | 0.19% | -54.5% |
| Q1 2020 | $1,383,000 | – | 6,136 | – | 0.42% | – |
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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% |