ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 568 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.43 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $222,714 | +2.7% | 4,126 | 0.0% | 0.11% | -3.6% |
| Q4 2022 | $216,897 | -1.9% | 4,126 | -11.8% | 0.11% | -10.6% |
| Q3 2022 | $221,000 | -6.4% | 4,676 | 0.0% | 0.12% | +0.8% |
| Q2 2022 | $236,000 | -17.2% | 4,676 | 0.0% | 0.12% | -8.3% |
| Q1 2022 | $285,000 | -7.2% | 4,676 | 0.0% | 0.13% | -6.3% |
| Q4 2021 | $307,000 | +4.1% | 4,676 | -0.5% | 0.14% | -5.3% |
| Q3 2021 | $295,000 | – | 4,700 | – | 0.15% | – |
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% |