ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 313 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.77 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $310,274 | +5.8% | 5,495 | +5.8% | 0.07% | +10.9% |
| Q2 2023 | $293,320 | +18.3% | 5,195 | +13.1% | 0.06% | +6.7% |
| Q1 2023 | $247,959 | -39.9% | 4,594 | -41.5% | 0.06% | -40.6% |
| Q4 2022 | $412,781 | -6.2% | 7,852 | -15.7% | 0.10% | -12.2% |
| Q3 2022 | $440,000 | +3.8% | 9,317 | +12.9% | 0.12% | +10.6% |
| Q2 2022 | $424,000 | -13.6% | 8,253 | +2.5% | 0.10% | +6.1% |
| Q1 2022 | $491,000 | -9.6% | 8,053 | -2.4% | 0.10% | -17.6% |
| Q4 2021 | $543,000 | +8.2% | 8,250 | +3.2% | 0.12% | +0.8% |
| Q3 2021 | $502,000 | +6.6% | 7,998 | +512.9% | 0.12% | +5.4% |
| Q2 2021 | $471,000 | +68.8% | 1,305 | +54.6% | 0.11% | +53.4% |
| Q1 2021 | $279,000 | -0.4% | 844 | -1.3% | 0.07% | -7.6% |
| Q4 2020 | $280,000 | +5.7% | 855 | -3.4% | 0.08% | -11.2% |
| Q3 2020 | $265,000 | +22.7% | 885 | +8.6% | 0.09% | +25.4% |
| Q2 2020 | $216,000 | +369.6% | 815 | +357.9% | 0.07% | +446.2% |
| Q4 2019 | $46,000 | +1050.0% | 178 | +888.9% | 0.01% | +1200.0% |
| Q3 2019 | $4,000 | – | 18 | – | 0.00% | – |
Download | ||||||
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% |