ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 562 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $85,479 | +11.0% | 1,626 | 0.0% | 0.01% | -7.1% |
| Q3 2022 | $77,000 | -6.1% | 1,626 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $82,000 | -17.2% | 1,626 | 0.0% | 0.02% | -11.8% |
| Q1 2022 | $99,000 | -7.5% | 1,626 | 0.0% | 0.02% | -10.5% |
| Q4 2021 | $107,000 | +4.9% | 1,626 | 0.0% | 0.02% | -5.0% |
| Q3 2021 | $102,000 | +4.1% | 1,626 | +500.0% | 0.02% | 0.0% |
| Q2 2021 | $98,000 | +8.9% | 271 | 0.0% | 0.02% | -9.1% |
| Q1 2021 | $90,000 | – | 271 | – | 0.02% | – |
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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% |