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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $890,147 | -9.7% | 18,354 | +5.2% | 0.92% | -0.6% |
| Q2 2023 | $985,387 | +1.7% | 17,453 | -2.8% | 0.93% | -8.2% |
| Q1 2023 | $968,851 | +2.4% | 17,948 | -0.3% | 1.01% | -3.2% |
| Q4 2022 | $946,129 | -6.3% | 17,998 | -15.9% | 1.05% | -7.8% |
| Q3 2022 | $1,010,000 | -12.7% | 21,410 | -6.7% | 1.14% | -4.5% |
| Q2 2022 | $1,157,000 | -21.1% | 22,940 | -4.7% | 1.19% | -7.0% |
| Q1 2022 | $1,467,000 | -8.4% | 24,061 | -1.0% | 1.28% | -2.7% |
| Q4 2021 | $1,601,000 | – | 24,310 | – | 1.32% | – |
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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% |