ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 568 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.43 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $812,865 | -53.7% | 16,760 | -46.1% | 0.03% | -52.3% |
| Q2 2023 | $1,754,939 | -5.9% | 31,083 | -10.0% | 0.06% | -11.0% |
| Q1 2023 | $1,864,558 | +194937.4% | 34,542 | +90.0% | 0.07% | +35.2% |
| Q4 2022 | $956 | -99.9% | 18,184 | -12.9% | 0.05% | -10.0% |
| Q3 2022 | $985,000 | -81.3% | 20,883 | -80.0% | 0.06% | -72.4% |
| Q2 2022 | $5,277,000 | +126.8% | 104,620 | +174.1% | 0.22% | +250.0% |
| Q1 2022 | $2,327,000 | -19.8% | 38,167 | -13.3% | 0.06% | -3.1% |
| Q4 2021 | $2,900,000 | +10.3% | 44,035 | +5.1% | 0.06% | -8.6% |
| Q3 2021 | $2,629,000 | -0.8% | 41,880 | +470.5% | 0.07% | -2.8% |
| Q2 2021 | $2,651,000 | -33.5% | 7,341 | -39.7% | 0.07% | -32.1% |
| Q1 2021 | $3,987,000 | – | 12,177 | – | 0.11% | – |
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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% |