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 | $4,436,868 | -17.2% | 91,371 | -3.7% | 0.06% | -15.1% |
| Q2 2023 | $5,357,832 | -11.3% | 94,896 | -15.2% | 0.07% | -18.0% |
| Q1 2023 | $6,040,812 | -1.3% | 111,908 | -3.9% | 0.09% | -9.2% |
| Q4 2022 | $6,122,508 | -7.5% | 116,464 | -17.0% | 0.10% | -14.0% |
| Q3 2022 | $6,621,618 | +16.4% | 140,347 | +24.4% | 0.11% | +6.5% |
| Q2 2022 | $5,689,000 | -21.3% | 112,800 | -4.9% | 0.11% | -10.8% |
| Q1 2022 | $7,229,000 | – | 118,606 | – | 0.12% | – |
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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% |