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 | ||||
---|---|---|---|---|---|---|
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 ↓ |
---|---|---|---|
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% |