ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,874,809 | +85.1% | 60,536 | +114.5% | 0.14% | -28.0% |
| Q2 2023 | $1,552,831 | -54.0% | 28,223 | -53.2% | 0.20% | +18.3% |
| Q1 2023 | $3,372,891 | -2.0% | 60,319 | -7.9% | 0.17% | +5.6% |
| Q4 2022 | $3,442,948 | +8.1% | 65,493 | -3.0% | 0.16% | -15.8% |
| Q3 2022 | $3,186,000 | -11.5% | 67,524 | -5.4% | 0.19% | -8.7% |
| Q2 2022 | $3,599,000 | -18.9% | 71,343 | -1.9% | 0.21% | +28.4% |
| Q1 2022 | $4,435,000 | -3.8% | 72,746 | +3.9% | 0.16% | -4.1% |
| Q4 2021 | $4,611,000 | – | 70,026 | – | 0.17% | – |
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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% |