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 | $125,372 | -10.2% | 2,585 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $139,538 | 0.0% | 2,585 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $139,538 | -5.6% | 2,585 | -8.1% | 0.00% | 0.0% |
| Q4 2022 | $147,879 | +1378.8% | 2,813 | +1133.8% | 0.00% | – |
| Q3 2022 | $10,000 | 0.0% | 228 | 0.0% | 0.00% | – |
| Q2 2022 | $10,000 | -28.6% | 228 | -6.6% | 0.00% | – |
| Q1 2022 | $14,000 | -6.7% | 244 | 0.0% | 0.00% | – |
| Q4 2021 | $15,000 | -11.8% | 244 | -12.9% | 0.00% | – |
| Q3 2021 | $17,000 | 0.0% | 280 | +460.0% | 0.00% | – |
| Q2 2021 | $17,000 | +13.3% | 50 | 0.0% | 0.00% | – |
| Q1 2021 | $15,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q4 2020 | $15,000 | -40.0% | 50 | -76.2% | 0.00% | – |
| Q4 2015 | $25,000 | – | 210 | – | 0.00% | – |
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% |