ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $212,628 | -91.5% | 3,766 | -91.9% | 0.10% | -92.1% |
| Q1 2023 | $2,506,735 | +16.4% | 46,472 | +13.5% | 1.29% | +4.6% |
| Q4 2022 | $2,152,764 | +12.8% | 40,950 | +1.2% | 1.23% | -8.9% |
| Q3 2022 | $1,909,000 | -4.7% | 40,467 | +1.9% | 1.35% | -6.3% |
| Q2 2022 | $2,003,000 | -14.1% | 39,719 | +3.8% | 1.44% | +0.7% |
| Q1 2022 | $2,333,000 | -0.3% | 38,274 | +7.7% | 1.43% | -7.6% |
| Q4 2021 | $2,340,000 | – | 35,528 | – | 1.55% | – |
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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% |