ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 544 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,130 | -19.3% | 4,147 | -6.0% | 0.02% | -17.2% |
| Q2 2023 | $249,102 | +2.2% | 4,412 | -2.3% | 0.03% | -3.3% |
| Q1 2023 | $243,666 | -3.6% | 4,514 | -6.1% | 0.03% | -11.8% |
| Q4 2022 | $252,704 | -0.5% | 4,807 | -10.8% | 0.03% | -12.8% |
| Q3 2022 | $254,000 | -7.0% | 5,388 | -0.4% | 0.04% | -4.9% |
| Q2 2022 | $273,000 | -5.2% | 5,410 | +14.7% | 0.04% | +2.5% |
| Q1 2022 | $288,000 | -7.4% | 4,717 | 0.0% | 0.04% | -7.0% |
| Q4 2021 | $311,000 | +5.1% | 4,717 | +0.0% | 0.04% | -8.5% |
| Q3 2021 | $296,000 | +5.3% | 4,716 | +506.2% | 0.05% | +2.2% |
| Q2 2021 | $281,000 | +8.9% | 778 | -0.5% | 0.05% | +9.5% |
| Q1 2021 | $258,000 | – | 782 | – | 0.04% | – |
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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% |