ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $446,655 | +4.0% | 7,911 | -0.6% | 0.23% | -6.0% |
| Q1 2023 | $429,519 | +2.2% | 7,957 | -0.5% | 0.25% | -2.4% |
| Q4 2022 | $420,350 | -7.8% | 7,996 | -17.3% | 0.26% | -16.1% |
| Q3 2022 | $456,000 | -16.5% | 9,667 | -10.6% | 0.30% | -14.6% |
| Q2 2022 | $546,000 | -22.4% | 10,817 | -6.3% | 0.36% | -8.0% |
| Q1 2022 | $704,000 | -8.1% | 11,550 | -0.8% | 0.39% | +1.6% |
| Q4 2021 | $766,000 | +2.8% | 11,639 | -1.9% | 0.38% | -3.1% |
| Q3 2021 | $745,000 | +7.0% | 11,862 | +515.2% | 0.39% | +7.4% |
| Q2 2021 | $696,000 | – | 1,928 | – | 0.37% | – |
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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% |