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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |