ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,047,011 | -21.9% | 21,588 | -9.1% | 0.00% | – |
Q2 2023 | $1,340,209 | -44.4% | 23,737 | -46.8% | 0.00% | – |
Q1 2023 | $2,410,094 | +138.9% | 44,648 | +132.7% | 0.00% | – |
Q4 2022 | $1,008,876 | +3.4% | 19,191 | -7.2% | 0.00% | – |
Q3 2022 | $976,000 | -16.8% | 20,686 | -11.1% | 0.00% | – |
Q2 2022 | $1,173,000 | -33.1% | 23,257 | -19.2% | 0.00% | – |
Q1 2022 | $1,753,000 | -7.3% | 28,771 | +0.1% | 0.00% | – |
Q4 2021 | $1,891,000 | +12.0% | 28,728 | +6.8% | 0.00% | – |
Q3 2021 | $1,688,000 | +18.5% | 26,893 | +581.7% | 0.00% | – |
Q2 2021 | $1,425,000 | +28.1% | 3,945 | +17.2% | 0.00% | – |
Q1 2021 | $1,112,000 | +11.0% | 3,367 | +9.9% | 0.00% | – |
Q4 2020 | $1,002,000 | -3.9% | 3,063 | -12.0% | 0.00% | – |
Q3 2020 | $1,043,000 | +13.1% | 3,480 | -0.0% | 0.00% | – |
Q2 2020 | $922,000 | -5.0% | 3,481 | -19.2% | 0.00% | – |
Q1 2020 | $971,000 | -5.9% | 4,309 | +10.4% | 0.00% | – |
Q4 2019 | $1,032,000 | +18.6% | 3,902 | +10.9% | 0.00% | – |
Q3 2019 | $870,000 | +5.5% | 3,520 | +2.7% | 0.00% | – |
Q2 2019 | $825,000 | +8.7% | 3,429 | +4.7% | 0.00% | – |
Q1 2019 | $759,000 | -1.0% | 3,276 | -14.7% | 0.00% | – |
Q4 2018 | $767,000 | -4.1% | 3,841 | +9.2% | 0.00% | – |
Q3 2018 | $800,000 | +38.2% | 3,518 | +22.0% | 0.00% | – |
Q2 2018 | $579,000 | +45.1% | 2,883 | +33.8% | 0.00% | – |
Q1 2018 | $399,000 | +19.8% | 2,154 | +12.1% | 0.00% | – |
Q4 2017 | $333,000 | -95.7% | 1,921 | -95.9% | 0.00% | -100.0% |
Q3 2017 | $7,751,000 | -38.4% | 46,406 | -38.5% | 0.00% | -50.0% |
Q2 2017 | $12,582,000 | -3.5% | 75,515 | -12.3% | 0.00% | 0.0% |
Q1 2017 | $13,038,000 | -4.8% | 86,107 | -16.3% | 0.00% | 0.0% |
Q4 2016 | $13,697,000 | +12.1% | 102,867 | +22.4% | 0.00% | 0.0% |
Q3 2016 | $12,224,000 | +36.5% | 84,074 | -26.3% | 0.00% | +100.0% |
Q2 2013 | $8,955,000 | – | 114,031 | – | 0.00% | – |
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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% |