ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,560,064 | -15.2% | 32,454 | 0.0% | 0.22% | -8.6% |
| Q2 2023 | $1,839,168 | +4.0% | 32,454 | 0.0% | 0.24% | -14.7% |
| Q1 2023 | $1,768,743 | +1.1% | 32,454 | 0.0% | 0.28% | -5.9% |
| Q4 2022 | $1,750,244 | +7.6% | 32,454 | 0.0% | 0.30% | -4.7% |
| Q3 2022 | $1,626,000 | -2.5% | 32,454 | 0.0% | 0.32% | +3.9% |
| Q2 2022 | $1,668,000 | -16.2% | 32,454 | -1.0% | 0.31% | -9.7% |
| Q1 2022 | $1,990,000 | -13.4% | 32,772 | -6.0% | 0.34% | +2.7% |
| Q4 2021 | $2,297,000 | – | 34,872 | – | 0.33% | – |
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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% |