ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 576 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $492,300 | -73.4% | 8,785 | -74.4% | 0.22% | -77.3% |
| Q4 2023 | $1,852,053 | +4.4% | 34,316 | -6.2% | 0.99% | +0.7% |
| Q3 2023 | $1,774,701 | +6.4% | 36,592 | +23.8% | 0.98% | +3.4% |
| Q2 2023 | $1,668,233 | +1.4% | 29,547 | -4.5% | 0.95% | -8.3% |
| Q1 2023 | $1,644,461 | -2.2% | 30,946 | -3.2% | 1.04% | -5.6% |
| Q4 2022 | $1,681,037 | +2.8% | 31,977 | -7.7% | 1.10% | -0.6% |
| Q3 2022 | $1,635,000 | -10.6% | 34,649 | -4.4% | 1.11% | -12.6% |
| Q2 2022 | $1,828,000 | -19.3% | 36,246 | -2.5% | 1.27% | -7.4% |
| Q1 2022 | $2,266,000 | +47.4% | 37,166 | +59.2% | 1.37% | +36.6% |
| Q4 2021 | $1,537,000 | – | 23,340 | – | 1.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hall Private Wealth Advisors | 206,348 | $10,408,000 | 5.84% |
| CUMBERLAND ADVISORS INC | 318,930 | $16,087,000 | 5.34% |
| Safeguard Investment Advisory Group, LLC | 113,366 | $6,910,000 | 4.25% |
| Hobart Private Capital, LLC | 180,134 | $9,085,959 | 4.24% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 172,233 | $8,687,000 | 3.99% |
| Flaharty Asset Management, LLC | 359,306 | $18,123,000 | 3.68% |
| SFI Advisors, LLC | 61,584 | $3,106,000 | 3.44% |
| MIRABELLA FINANCIAL SERVICES LLP | 678,887 | $34,262,000 | 3.38% |
| Crumly & Associates Inc. | 155,578 | $7,847,000 | 3.26% |
| Ulrich Consultants & Investment Group, LLC | 115,045 | $5,803,000 | 3.18% |