ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 558 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,069 | -17.9% | 475,642 | -4.4% | 0.05% | -15.8% |
| Q2 2023 | $28,084 | -0.7% | 497,422 | -5.0% | 0.06% | -3.4% |
| Q1 2023 | $28,276 | -0.4% | 523,834 | -3.0% | 0.06% | -13.2% |
| Q4 2022 | $28,385 | -99.9% | 539,947 | -5.4% | 0.07% | -1.4% |
| Q3 2022 | $26,919,000 | -17.0% | 570,567 | -11.2% | 0.07% | -17.9% |
| Q2 2022 | $32,414,000 | -21.1% | 642,638 | -4.6% | 0.08% | -10.6% |
| Q1 2022 | $41,082,000 | +8.8% | 673,918 | +17.5% | 0.09% | +10.6% |
| Q4 2021 | $37,766,000 | +3.5% | 573,529 | -1.3% | 0.08% | -7.6% |
| Q3 2021 | $36,476,000 | +14.7% | 581,013 | +559.4% | 0.09% | +13.6% |
| Q2 2021 | $31,812,000 | -22.0% | 88,112 | -28.6% | 0.08% | -29.6% |
| Q1 2021 | $40,780,000 | -15.7% | 123,442 | -16.5% | 0.12% | -21.2% |
| Q4 2020 | $48,394,000 | +11.9% | 147,861 | +2.5% | 0.15% | -1.4% |
| Q3 2020 | $43,240,000 | +13.9% | 144,319 | +0.7% | 0.15% | +3.5% |
| Q2 2020 | $37,958,000 | +109.4% | 143,365 | +78.3% | 0.14% | +70.2% |
| Q1 2020 | $18,123,000 | -8.8% | 80,423 | +7.0% | 0.08% | +10.5% |
| Q4 2019 | $19,861,000 | +29.7% | 75,143 | +21.3% | 0.08% | +16.9% |
| Q3 2019 | $15,310,000 | +12.1% | 61,925 | +9.2% | 0.06% | +8.3% |
| Q2 2019 | $13,656,000 | +13.2% | 56,733 | +8.9% | 0.06% | +7.1% |
| Q1 2019 | $12,063,000 | +29.2% | 52,101 | +11.5% | 0.06% | +12.0% |
| Q4 2018 | $9,334,000 | -3.3% | 46,719 | +10.2% | 0.05% | +8.7% |
| Q3 2018 | $9,648,000 | +24.8% | 42,412 | +10.1% | 0.05% | +15.0% |
| Q2 2018 | $7,730,000 | +16.6% | 38,525 | +7.5% | 0.04% | +11.1% |
| Q1 2018 | $6,630,000 | +25.2% | 35,837 | +17.5% | 0.04% | +24.1% |
| Q4 2017 | $5,294,000 | – | 30,510 | – | 0.03% | – |
Download | ||||||
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% |