ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 485 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 6.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $214,096 | +4.6% | 3,792 | 0.0% | 0.09% | -6.5% |
| Q1 2023 | $204,692 | -12.5% | 3,792 | -1.4% | 0.09% | +26.0% |
| Q1 2022 | $234,000 | -7.5% | 3,846 | 0.0% | 0.07% | 0.0% |
| Q4 2021 | $253,000 | +5.0% | 3,846 | 0.0% | 0.07% | -6.4% |
| Q3 2021 | $241,000 | +4.3% | 3,846 | +500.0% | 0.08% | +5.4% |
| Q2 2021 | $231,000 | +9.0% | 641 | 0.0% | 0.07% | -8.6% |
| Q1 2021 | $212,000 | -41.3% | 641 | -41.9% | 0.08% | -41.7% |
| Q4 2020 | $361,000 | +4.9% | 1,103 | -3.8% | 0.14% | -7.9% |
| Q3 2020 | $344,000 | -4.7% | 1,147 | -15.9% | 0.15% | -17.0% |
| Q2 2020 | $361,000 | -19.4% | 1,364 | -31.4% | 0.18% | -47.7% |
| Q1 2020 | $448,000 | -25.2% | 1,988 | -12.3% | 0.35% | +0.9% |
| Q4 2019 | $599,000 | – | 2,268 | – | 0.34% | – |
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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% |