ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,170 | -27.3% | 1,220 | -15.4% | 0.00% | – |
| Q2 2023 | $81,415 | -8.9% | 1,442 | -12.9% | 0.00% | – |
| Q1 2023 | $89,337 | +2.7% | 1,655 | 0.0% | 0.00% | – |
| Q4 2022 | $87,003 | -20.2% | 1,655 | -28.5% | 0.00% | – |
| Q3 2022 | $109,000 | +98.2% | 2,314 | +111.5% | 0.00% | – |
| Q2 2022 | $55,000 | -17.9% | 1,094 | 0.0% | 0.00% | – |
| Q1 2022 | $67,000 | -6.9% | 1,094 | 0.0% | 0.00% | – |
| Q4 2021 | $72,000 | +33.3% | 1,094 | +25.5% | 0.00% | – |
| Q3 2021 | $54,000 | +1.9% | 872 | +501.4% | 0.00% | – |
| Q2 2021 | $53,000 | +10.4% | 145 | 0.0% | 0.00% | – |
| Q1 2021 | $48,000 | +2.1% | 145 | 0.0% | 0.00% | – |
| Q4 2020 | $47,000 | +9.3% | 145 | 0.0% | 0.00% | – |
| Q3 2020 | $43,000 | +34.4% | 145 | +31.8% | 0.00% | – |
| Q2 2020 | $32,000 | – | 110 | – | 0.00% | – |
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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% |