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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232,040 | -25.1% | 4,784 | -12.8% | 0.12% | -23.0% |
| Q2 2023 | $309,905 | +1.8% | 5,489 | -2.7% | 0.15% | -6.2% |
| Q1 2023 | $304,427 | +7.1% | 5,640 | +4.3% | 0.16% | -1.2% |
| Q4 2022 | $284,329 | -5.9% | 5,409 | -15.5% | 0.16% | -7.3% |
| Q3 2022 | $302,000 | -8.2% | 6,400 | -1.8% | 0.18% | -13.2% |
| Q2 2022 | $329,000 | -30.7% | 6,520 | -16.3% | 0.20% | -12.4% |
| Q1 2022 | $475,000 | -10.9% | 7,787 | -3.8% | 0.23% | -7.5% |
| Q4 2021 | $533,000 | +23.1% | 8,091 | +17.2% | 0.25% | -7.0% |
| Q3 2021 | $433,000 | +233.1% | 6,902 | +1817.2% | 0.27% | +238.8% |
| Q2 2021 | $130,000 | +68.8% | 360 | +53.8% | 0.08% | +40.4% |
| Q1 2021 | $77,000 | +16.7% | 234 | +16.4% | 0.06% | +5.6% |
| Q4 2020 | $66,000 | +43.5% | 201 | +30.5% | 0.05% | +20.0% |
| Q3 2020 | $46,000 | – | 154 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hall Private Wealth Advisors | 212,008 | $13,961,000 | 8.67% |
| Bullseye Investment Management, LLC | 136,626 | $8,997,000 | 6.55% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 200,973 | $13,234,000 | 5.65% |
| Madden Advisory Services, Inc. | 122,397 | $8,060,000 | 5.29% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1,067,020 | $70,270,000 | 5.04% |
| CUMBERLAND ADVISORS INC | 331,735 | $21,845,000 | 4.58% |
| Safeguard Investment Advisory Group, LLC | 110,697 | $7,289,000 | 4.25% |
| Diversified, LLC | 150,522 | $9,912,000 | 4.19% |
| Flaharty Asset Management, LLC | 343,176 | $22,598,000 | 4.16% |
| Ahrens Investment Partners LLC | 140,861 | $9,276,000 | 4.10% |