ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $426,391 | -10.9% | 8,907 | +3.7% | 0.11% | -7.6% |
| Q2 2023 | $478,364 | -0.2% | 8,591 | +1.8% | 0.12% | -5.6% |
| Q1 2023 | $479,152 | +5.8% | 8,440 | +0.9% | 0.13% | +3.3% |
| Q4 2022 | $453,012 | +0.4% | 8,367 | -6.7% | 0.12% | -12.2% |
| Q3 2022 | $451,000 | -13.9% | 8,967 | -8.1% | 0.14% | -8.6% |
| Q2 2022 | $524,000 | +2.9% | 9,753 | +7.9% | 0.15% | +12.6% |
| Q1 2022 | $509,000 | -0.8% | 9,042 | +9.6% | 0.14% | 0.0% |
| Q4 2021 | $513,000 | +20.1% | 8,248 | +21.7% | 0.14% | +15.4% |
| Q3 2021 | $427,000 | -16.1% | 6,777 | -17.7% | 0.12% | -19.9% |
| Q2 2021 | $509,000 | -73.5% | 8,239 | +43.8% | 0.15% | -76.6% |
| Q1 2021 | $1,919,000 | +6.8% | 5,731 | +9.0% | 0.62% | +2.1% |
| Q4 2020 | $1,796,000 | -8.1% | 5,257 | -19.0% | 0.61% | -22.1% |
| Q3 2020 | $1,954,000 | +7.8% | 6,493 | +4.2% | 0.78% | +7.4% |
| Q2 2020 | $1,812,000 | +34.8% | 6,232 | +18.0% | 0.73% | +8.6% |
| Q1 2020 | $1,344,000 | – | 5,280 | – | 0.67% | – |
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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% |