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 | $270,800 | -20.8% | 5,583 | -7.8% | 0.26% | -15.7% |
| Q2 2023 | $341,781 | +5.7% | 6,053 | +1.0% | 0.31% | -6.3% |
| Q1 2023 | $323,448 | +2.7% | 5,992 | 0.0% | 0.33% | -5.1% |
| Q4 2022 | $314,999 | +11.3% | 5,992 | 0.0% | 0.35% | -15.4% |
| Q3 2022 | $283,000 | -6.3% | 5,992 | 0.0% | 0.42% | +56.4% |
| Q2 2022 | $302,000 | -17.3% | 5,992 | 0.0% | 0.27% | +6.4% |
| Q1 2022 | $365,000 | -1.4% | 5,992 | +6.6% | 0.25% | +9.2% |
| Q4 2021 | $370,000 | – | 5,622 | – | 0.23% | – |
Download | ||||||
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% |