ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 544 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.34 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% | – |
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% |