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 | $239,238 | -11.8% | 4,933 | +2.7% | 0.12% | -8.2% |
| Q2 2023 | $271,163 | +4.6% | 4,803 | +0.0% | 0.13% | -5.0% |
| Q1 2023 | $259,140 | +2.7% | 4,801 | +0.0% | 0.14% | -6.6% |
| Q4 2022 | $252,326 | +11.6% | 4,800 | +0.2% | 0.15% | -4.4% |
| Q3 2022 | $226,000 | -6.6% | 4,792 | 0.0% | 0.16% | -7.1% |
| Q2 2022 | $242,000 | -17.1% | 4,792 | +0.1% | 0.17% | -7.6% |
| Q1 2022 | $292,000 | -7.3% | 4,789 | +0.0% | 0.18% | -6.6% |
| Q4 2021 | $315,000 | +5.0% | 4,788 | +0.1% | 0.20% | +3.1% |
| Q3 2021 | $300,000 | +1.7% | 4,783 | +486.2% | 0.19% | -0.5% |
| Q2 2021 | $295,000 | +9.7% | 816 | +0.1% | 0.19% | 0.0% |
| Q1 2021 | $269,000 | -26.1% | 815 | -26.7% | 0.19% | -34.5% |
| Q4 2020 | $364,000 | – | 1,112 | – | 0.29% | – |
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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% |