ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,255,347 | -12.3% | 67,121 | +2.1% | 1.57% | -11.4% |
| Q2 2023 | $3,713,350 | +5.8% | 65,770 | +1.1% | 1.78% | -5.1% |
| Q1 2023 | $3,510,727 | +0.3% | 65,038 | -2.3% | 1.87% | -3.4% |
| Q4 2022 | $3,501,295 | +2.5% | 66,603 | -2.3% | 1.94% | +4.4% |
| Q3 2022 | $3,416,000 | -14.6% | 68,189 | -14.0% | 1.85% | -14.9% |
| Q2 2022 | $3,999,000 | -28.1% | 79,275 | -13.1% | 2.18% | -13.9% |
| Q1 2022 | $5,563,000 | -3.2% | 91,255 | +3.9% | 2.53% | +3.8% |
| Q4 2021 | $5,747,000 | +1.4% | 87,864 | +1.4% | 2.44% | -1.3% |
| Q3 2021 | $5,668,000 | +12.8% | 86,640 | +530.5% | 2.47% | +4.3% |
| Q2 2021 | $5,025,000 | – | 13,742 | – | 2.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hall Private Wealth Advisors | 212,008 | $13,961,000 | 8.67% |
| Bullseye Investment Management, LLC | 136,626 | $8,997,000 | 6.55% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 200,973 | $13,234,000 | 5.65% |
| Madden Advisory Services, Inc. | 122,397 | $8,060,000 | 5.29% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1,067,020 | $70,270,000 | 5.04% |
| CUMBERLAND ADVISORS INC | 331,735 | $21,845,000 | 4.58% |
| Safeguard Investment Advisory Group, LLC | 110,697 | $7,289,000 | 4.25% |
| Diversified, LLC | 150,522 | $9,912,000 | 4.19% |
| Flaharty Asset Management, LLC | 343,176 | $22,598,000 | 4.16% |
| Ahrens Investment Partners LLC | 140,861 | $9,276,000 | 4.10% |