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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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% |