ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 544 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $261,412 | +13.9% | 4,630 | +8.9% | 0.13% | +4.0% |
| Q1 2023 | $229,522 | +4.7% | 4,252 | +2.0% | 0.12% | +11.6% |
| Q4 2022 | $219,162 | -5.5% | 4,169 | -15.4% | 0.11% | -22.8% |
| Q3 2022 | $232,000 | -9.0% | 4,925 | -2.5% | 0.14% | +9.8% |
| Q2 2022 | $255,000 | -29.8% | 5,051 | -15.3% | 0.13% | -33.7% |
| Q1 2022 | $363,000 | -53.3% | 5,960 | -49.6% | 0.20% | -43.6% |
| Q4 2021 | $778,000 | +3.3% | 11,821 | -1.4% | 0.35% | -1.4% |
| Q3 2021 | $753,000 | +12.7% | 11,993 | +548.6% | 0.36% | -4.0% |
| Q2 2021 | $668,000 | +29.5% | 1,849 | +18.3% | 0.37% | +26.0% |
| Q1 2021 | $516,000 | +5.1% | 1,563 | +4.3% | 0.30% | -13.2% |
| Q4 2020 | $491,000 | +8.4% | 1,499 | -0.9% | 0.34% | -13.7% |
| Q3 2020 | $453,000 | +1.8% | 1,512 | -10.0% | 0.40% | -3.4% |
| Q2 2020 | $445,000 | +20.3% | 1,680 | +2.4% | 0.41% | -28.5% |
| Q1 2020 | $370,000 | -4.4% | 1,640 | +11.9% | 0.57% | +97.2% |
| Q4 2019 | $387,000 | – | 1,465 | – | 0.29% | – |
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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% |