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 | $1,955 | -21.3% | 40,305 | -8.3% | 0.10% | -15.5% |
| Q2 2023 | $2,483 | -8.1% | 43,965 | -12.2% | 0.12% | -12.8% |
| Q1 2023 | $2,701 | +0.4% | 50,065 | -2.1% | 0.13% | -5.7% |
| Q4 2022 | $2,689 | -99.9% | 51,145 | -2.4% | 0.14% | 0.0% |
| Q3 2022 | $2,471,000 | -8.8% | 52,405 | -2.5% | 0.14% | +0.7% |
| Q2 2022 | $2,710,000 | -17.3% | 53,725 | 0.0% | 0.14% | -0.7% |
| Q1 2022 | $3,276,000 | -8.4% | 53,725 | -1.0% | 0.14% | +1.4% |
| Q4 2021 | $3,576,000 | +6.3% | 54,275 | +1.3% | 0.14% | -4.1% |
| Q3 2021 | $3,365,000 | +32.2% | 53,590 | +659.6% | 0.14% | +28.3% |
| Q2 2021 | $2,545,000 | +15.8% | 7,055 | +6.0% | 0.11% | +0.9% |
| Q1 2021 | $2,198,000 | +10.1% | 6,655 | +9.1% | 0.11% | +0.9% |
| Q4 2020 | $1,996,000 | +49.3% | 6,100 | +36.8% | 0.11% | +29.1% |
| Q3 2020 | $1,337,000 | +94.3% | 4,460 | +71.5% | 0.09% | +72.0% |
| Q2 2020 | $688,000 | -40.1% | 2,600 | -49.0% | 0.05% | -48.5% |
| Q1 2020 | $1,149,000 | -14.8% | 5,100 | 0.0% | 0.10% | +5.4% |
| Q4 2019 | $1,348,000 | – | 5,100 | – | 0.09% | – |
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% |