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 | $74,059 | -14.1% | 1,527 | 0.0% | 0.03% | -5.9% |
| Q2 2023 | $86,214 | +4.1% | 1,527 | +0.1% | 0.03% | -17.1% |
| Q1 2023 | $82,809 | +3.3% | 1,526 | +0.1% | 0.04% | +10.8% |
| Q4 2022 | $80,195 | +11.4% | 1,525 | +0.2% | 0.04% | 0.0% |
| Q3 2022 | $72,000 | +22.0% | 1,522 | +31.0% | 0.04% | +23.3% |
| Q2 2022 | $59,000 | -36.6% | 1,162 | -23.6% | 0.03% | -26.8% |
| Q1 2022 | $93,000 | -9.7% | 1,520 | -2.7% | 0.04% | 0.0% |
| Q4 2021 | $103,000 | +4.0% | 1,562 | +0.1% | 0.04% | -10.9% |
| Q3 2021 | $99,000 | +5.3% | 1,561 | +500.4% | 0.05% | +7.0% |
| Q2 2021 | $94,000 | -5.1% | 260 | -11.9% | 0.04% | -12.2% |
| Q1 2021 | $99,000 | -24.4% | 295 | -25.5% | 0.05% | -33.8% |
| Q4 2020 | $131,000 | +79.5% | 396 | +62.3% | 0.07% | +68.2% |
| Q3 2020 | $73,000 | – | 244 | – | 0.04% | – |
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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% |