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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $223,582 | -16.0% | 3,960 | -20.1% | 0.24% | -19.8% |
| Q1 2023 | $266,195 | -76.0% | 4,958 | -76.5% | 0.29% | -76.8% |
| Q4 2022 | $1,109,122 | +1.2% | 21,098 | -2.9% | 1.26% | 0.0% |
| Q3 2022 | $1,096,000 | +166.0% | 21,723 | +221.3% | 1.26% | +214.2% |
| Q2 2022 | $412,000 | 0.0% | 6,760 | 0.0% | 0.40% | +17.5% |
| Q1 2022 | $412,000 | -6.4% | 6,760 | +0.5% | 0.34% | -2.8% |
| Q4 2021 | $440,000 | +8.6% | 6,726 | +500.0% | 0.35% | -15.6% |
| Q3 2021 | $405,000 | 0.0% | 1,121 | 0.0% | 0.42% | 0.0% |
| Q2 2021 | $405,000 | +9.5% | 1,121 | 0.0% | 0.42% | -2.1% |
| Q1 2021 | $370,000 | +0.8% | 1,121 | 0.0% | 0.43% | +0.7% |
| Q4 2020 | $367,000 | – | 1,121 | – | 0.42% | – |
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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% |