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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $818,073 | -25.5% | 16,867 | -13.2% | 0.46% | -28.0% |
| Q2 2023 | $1,097,367 | +2.8% | 19,436 | -1.8% | 0.63% | -2.3% |
| Q1 2023 | $1,067,990 | +2.6% | 19,785 | -0.1% | 0.65% | -4.6% |
| Q4 2022 | $1,040,766 | +9.9% | 19,798 | -1.4% | 0.68% | -0.9% |
| Q3 2022 | $947,000 | -5.0% | 20,079 | +1.5% | 0.68% | +0.7% |
| Q2 2022 | $997,000 | -17.8% | 19,773 | -0.6% | 0.68% | -0.9% |
| Q1 2022 | $1,213,000 | -7.4% | 19,901 | 0.0% | 0.69% | +7.5% |
| Q4 2021 | $1,310,000 | – | 19,901 | – | 0.64% | – |
Download | ||||||
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% |