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 | $394,381 | -14.3% | 8,131 | -0.3% | 0.26% | -9.4% |
| Q2 2023 | $460,402 | +2.1% | 8,154 | -2.4% | 0.29% | +0.4% |
| Q1 2023 | $450,945 | +1.9% | 8,353 | -0.8% | 0.28% | +1.8% |
| Q4 2022 | $442,506 | -46.9% | 8,417 | -52.3% | 0.28% | -5.7% |
| Q3 2022 | $834,000 | +77.4% | 17,643 | +89.5% | 0.30% | -11.6% |
| Q2 2022 | $470,000 | -16.8% | 9,309 | +0.4% | 0.34% | -6.4% |
| Q1 2022 | $565,000 | -11.6% | 9,272 | -3.9% | 0.36% | -19.1% |
| Q4 2021 | $639,000 | – | 9,649 | – | 0.44% | – |
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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% |