ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,123,728 | -16.7% | 43,788 | -3.0% | 1.09% | -15.1% |
| Q2 2023 | $2,548,446 | +3.9% | 45,137 | -0.7% | 1.28% | -4.3% |
| Q1 2023 | $2,453,231 | +0.8% | 45,447 | -1.8% | 1.34% | -5.0% |
| Q4 2022 | $2,433,138 | +108570.7% | 46,284 | -2.5% | 1.41% | -1.4% |
| Q3 2022 | $2,239 | -8.4% | 47,448 | -2.1% | 1.43% | -3.4% |
| Q2 2022 | $2,445 | -19.8% | 48,473 | -3.0% | 1.48% | -5.7% |
| Q1 2022 | $3,047 | -6.0% | 49,987 | +1.5% | 1.57% | -2.8% |
| Q4 2021 | $3,242 | +13.6% | 49,234 | +8.3% | 1.62% | +1.1% |
| Q3 2021 | $2,855 | +12.1% | 45,470 | +544.8% | 1.60% | +8.9% |
| Q2 2021 | $2,546 | +12.7% | 7,052 | +3.1% | 1.47% | +2.3% |
| Q1 2021 | $2,260 | +18.2% | 6,840 | +17.3% | 1.43% | +9.8% |
| Q4 2020 | $1,912 | +17.4% | 5,831 | +6.1% | 1.30% | +2.2% |
| Q3 2020 | $1,629 | +17.7% | 5,498 | +5.6% | 1.28% | +6.9% |
| Q2 2020 | $1,384 | +17.4% | 5,204 | -0.3% | 1.20% | -7.7% |
| Q1 2020 | $1,179 | – | 5,221 | – | 1.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hall Private Wealth Advisors | 212,008 | $13,961,000 | 8.67% |
| Bullseye Investment Management, LLC | 136,626 | $8,997,000 | 6.55% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 200,973 | $13,234,000 | 5.65% |
| Madden Advisory Services, Inc. | 122,397 | $8,060,000 | 5.29% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1,067,020 | $70,270,000 | 5.04% |
| CUMBERLAND ADVISORS INC | 331,735 | $21,845,000 | 4.58% |
| Safeguard Investment Advisory Group, LLC | 110,697 | $7,289,000 | 4.25% |
| Diversified, LLC | 150,522 | $9,912,000 | 4.19% |
| Flaharty Asset Management, LLC | 343,176 | $22,598,000 | 4.16% |
| Ahrens Investment Partners LLC | 140,861 | $9,276,000 | 4.10% |