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 | $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 ↓ |
|---|---|---|---|
| RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 25,386 | $7,359,000 | 8.04% |
| LUCAS CAPITAL MANAGEMENT | 16,552 | $4,382,000 | 6.00% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 30,800 | $8,155,000 | 5.77% |
| CUMBERLAND ADVISORS INC | 55,959 | $14,816,000 | 5.61% |
| BANK HAPOALIM BM | 86,167 | $22,815,000 | 5.34% |
| Baltimore-Washington Financial Advisors, Inc. | 34,864 | $35,681,000 | 4.91% |
| PURA VIDA INVESTMENTS, LLC | 188,000 | $49,777,000 | 4.79% |
| Holistic Financial Partners | 20,561 | $5,444,000 | 4.70% |
| Cavalier Investments, LLC | 30,647 | $8,114,000 | 4.69% |
| J Arnold Wealth Management Co | 19,562 | $5,179,000 | 4.34% |