ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 549 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,739,436 | +95.6% | 510,084 | +112.0% | 10.01% | +60.4% |
| Q4 2022 | $12,646,936 | +1129.1% | 240,573 | +8338.2% | 6.24% | +1147.4% |
| Q2 2021 | $1,029,000 | +15.5% | 2,851 | +5.6% | 0.50% | +1.6% |
| Q1 2021 | $891,000 | -42.5% | 2,701 | -43.0% | 0.49% | -46.2% |
| Q4 2020 | $1,550,000 | +6.9% | 4,735 | -2.1% | 0.92% | -15.0% |
| Q3 2020 | $1,450,000 | -72.0% | 4,838 | -75.3% | 1.08% | -75.2% |
| Q2 2020 | $5,179,000 | +12.8% | 19,562 | +12.6% | 4.34% | -26.5% |
| Q4 2019 | $4,593,000 | – | 17,375 | – | 5.90% | – |
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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% |