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 | $227,910 | -13.9% | 4,688 | 0.0% | 0.15% | -11.0% |
Q2 2023 | $264,684 | -5.4% | 4,688 | -9.5% | 0.17% | -7.0% |
Q1 2023 | $279,711 | -12.9% | 5,182 | -15.2% | 0.18% | -11.5% |
Q4 2022 | $321,098 | -77.1% | 6,108 | -79.5% | 0.21% | -77.6% |
Q3 2022 | $1,404,000 | -9.8% | 29,759 | -3.6% | 0.93% | -13.6% |
Q2 2022 | $1,557,000 | – | 30,871 | – | 1.08% | – |
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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% |