ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 544 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $231,325 | -9.2% | 4,097 | -13.2% | 0.09% | -17.3% |
| Q1 2023 | $254,709 | -6.0% | 4,719 | -8.4% | 0.10% | -11.9% |
| Q4 2022 | $270,918 | +11.0% | 5,153 | -0.5% | 0.12% | +2.6% |
| Q3 2022 | $244,000 | -29.7% | 5,181 | -24.7% | 0.12% | -25.8% |
| Q2 2022 | $347,000 | -43.6% | 6,880 | -31.8% | 0.16% | -36.5% |
| Q1 2022 | $615,000 | -3.3% | 10,081 | +4.4% | 0.24% | -5.4% |
| Q4 2021 | $636,000 | – | 9,652 | – | 0.26% | – |
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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% |