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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,252 | +9.8% | 22,174 | +5.0% | 0.27% | -4.2% |
| Q1 2023 | $1,140 | +2.6% | 21,120 | -0.0% | 0.28% | -3.1% |
| Q4 2022 | $1,111 | -99.9% | 21,124 | +3.4% | 0.29% | +8.9% |
| Q3 2022 | $964,000 | -2.9% | 20,430 | +3.7% | 0.27% | +4.7% |
| Q2 2022 | $993,000 | -20.6% | 19,693 | -4.0% | 0.26% | -41.5% |
| Q1 2022 | $1,250,000 | +156.7% | 20,505 | +177.5% | 0.44% | +288.5% |
| Q4 2021 | $487,000 | +45.8% | 7,389 | +38.9% | 0.11% | +31.4% |
| Q3 2021 | $334,000 | +14.8% | 5,318 | +560.6% | 0.09% | +11.7% |
| Q2 2021 | $291,000 | 0.0% | 805 | -8.6% | 0.08% | 0.0% |
| Q1 2021 | $291,000 | +1.0% | 881 | 0.0% | 0.08% | -12.5% |
| Q4 2020 | $288,000 | +11.2% | 881 | +1.8% | 0.09% | -17.0% |
| Q3 2020 | $259,000 | +9.7% | 865 | -2.8% | 0.11% | -3.6% |
| Q2 2020 | $236,000 | – | 890 | – | 0.11% | – |
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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% |