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 | $3,980,628 | -16.6% | 82,075 | -3.0% | 0.53% | -15.3% |
| Q2 2023 | $4,775,301 | +4.4% | 84,578 | -0.2% | 0.62% | -1.9% |
| Q1 2023 | $4,572,734 | +2.0% | 84,712 | -0.6% | 0.63% | -5.5% |
| Q4 2022 | $4,481,560 | +9.7% | 85,249 | -1.5% | 0.67% | +2.6% |
| Q3 2022 | $4,085,000 | -6.5% | 86,585 | +0.0% | 0.65% | +9.9% |
| Q2 2022 | $4,367,000 | -16.8% | 86,574 | +0.5% | 0.60% | -7.3% |
| Q1 2022 | $5,249,000 | -6.5% | 86,101 | +1.0% | 0.64% | -1.7% |
| Q4 2021 | $5,613,000 | +8.4% | 85,245 | +3.3% | 0.65% | +0.8% |
| Q3 2021 | $5,178,000 | +7.4% | 82,485 | +517.9% | 0.65% | +4.7% |
| Q2 2021 | $4,820,000 | +14.0% | 13,349 | +4.3% | 0.62% | +4.2% |
| Q1 2021 | $4,229,000 | +8.9% | 12,802 | +7.9% | 0.59% | +0.8% |
| Q4 2020 | $3,884,000 | – | 11,867 | – | 0.59% | – |
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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% |