ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $326,344 | -11.3% | 6,729 | +3.3% | 0.11% | -9.1% |
| Q2 2023 | $367,766 | +4.4% | 6,514 | -0.2% | 0.12% | +2.5% |
| Q1 2023 | $352,239 | -48.0% | 6,525 | -49.3% | 0.12% | -53.5% |
| Q4 2022 | $677,061 | +9.9% | 12,879 | -1.3% | 0.25% | +4.1% |
| Q3 2022 | $616,000 | -9.1% | 13,050 | -2.9% | 0.24% | -8.3% |
| Q2 2022 | $678,000 | -20.5% | 13,442 | -4.0% | 0.27% | +6.0% |
| Q1 2022 | $853,000 | -10.1% | 13,997 | -2.9% | 0.25% | -2.0% |
| Q4 2021 | $949,000 | +2.2% | 14,412 | -2.6% | 0.26% | +6.2% |
| Q3 2021 | $929,000 | +3.6% | 14,795 | +495.6% | 0.24% | +4.3% |
| Q2 2021 | $897,000 | +14.1% | 2,484 | +4.4% | 0.23% | +10.0% |
| Q1 2021 | $786,000 | -2.4% | 2,379 | -3.3% | 0.21% | -3.7% |
| Q4 2020 | $805,000 | – | 2,460 | – | 0.22% | – |
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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% |