ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 544 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,957,382 | -14.6% | 81,595 | -0.6% | 0.00% | -25.0% |
| Q2 2023 | $4,634,321 | +4.7% | 82,081 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $4,425,841 | +0.5% | 81,990 | -2.2% | 0.00% | 0.0% |
| Q4 2022 | $4,405,794 | +8.7% | 83,808 | -2.4% | 0.00% | 0.0% |
| Q3 2022 | $4,052,000 | -6.9% | 85,857 | -0.5% | 0.00% | 0.0% |
| Q2 2022 | $4,354,000 | -17.2% | 86,324 | +0.1% | 0.00% | -20.0% |
| Q1 2022 | $5,256,000 | -13.9% | 86,209 | -7.0% | 0.01% | 0.0% |
| Q4 2021 | $6,103,000 | +4.7% | 92,668 | -0.2% | 0.01% | 0.0% |
| Q3 2021 | $5,830,000 | +2.7% | 92,859 | +491.0% | 0.01% | 0.0% |
| Q2 2021 | $5,674,000 | +24.0% | 15,713 | +13.5% | 0.01% | +25.0% |
| Q1 2021 | $4,574,000 | -5.0% | 13,845 | -5.9% | 0.00% | -20.0% |
| Q4 2020 | $4,816,000 | +8.1% | 14,712 | -1.1% | 0.01% | 0.0% |
| Q3 2020 | $4,457,000 | +25.2% | 14,874 | +10.7% | 0.01% | 0.0% |
| Q2 2020 | $3,559,000 | +138.5% | 13,440 | +103.1% | 0.01% | +150.0% |
| Q1 2020 | $1,492,000 | -25.5% | 6,619 | -12.7% | 0.00% | 0.0% |
| Q4 2019 | $2,004,000 | +8.8% | 7,580 | +1.7% | 0.00% | 0.0% |
| Q3 2019 | $1,842,000 | +18.7% | 7,454 | +15.6% | 0.00% | 0.0% |
| Q2 2019 | $1,552,000 | +3.2% | 6,448 | -0.8% | 0.00% | 0.0% |
| Q1 2019 | $1,504,000 | +48.9% | 6,498 | +28.7% | 0.00% | +100.0% |
| Q4 2018 | $1,010,000 | -9.0% | 5,048 | +3.4% | 0.00% | 0.0% |
| Q3 2018 | $1,110,000 | +149.4% | 4,884 | +120.3% | 0.00% | – |
| Q2 2018 | $445,000 | +12.9% | 2,217 | +4.2% | 0.00% | – |
| Q1 2018 | $394,000 | +5.9% | 2,127 | -0.7% | 0.00% | – |
| Q4 2017 | $372,000 | +16.6% | 2,143 | +12.2% | 0.00% | – |
| Q3 2017 | $319,000 | -16.9% | 1,910 | -17.1% | 0.00% | – |
| Q2 2017 | $384,000 | +11.3% | 2,304 | +1.1% | 0.00% | – |
| Q1 2017 | $345,000 | +14.2% | 2,279 | +0.5% | 0.00% | – |
| Q4 2016 | $302,000 | -41.4% | 2,267 | -36.0% | 0.00% | -100.0% |
| Q3 2016 | $515,000 | +43.9% | 3,543 | +34.1% | 0.00% | – |
| Q2 2016 | $358,000 | +26.5% | 2,643 | +14.3% | 0.00% | – |
| Q1 2016 | $283,000 | -18.7% | 2,313 | -18.6% | 0.00% | – |
| Q4 2015 | $348,000 | +3.3% | 2,841 | -6.2% | 0.00% | – |
| Q3 2015 | $337,000 | -20.9% | 3,028 | -14.6% | 0.00% | – |
| Q2 2015 | $426,000 | -19.3% | 3,544 | -19.5% | 0.00% | -100.0% |
| Q1 2015 | $528,000 | +116.4% | 4,404 | +103.7% | 0.00% | – |
| Q4 2014 | $244,000 | +13.0% | 2,162 | 0.0% | 0.00% | – |
| Q3 2014 | $216,000 | +100.0% | 2,162 | +103.6% | 0.00% | – |
| Q2 2014 | $108,000 | +2.9% | 1,062 | 0.0% | 0.00% | – |
| Q1 2014 | $105,000 | +6.1% | 1,062 | -0.5% | 0.00% | – |
| Q4 2013 | $99,000 | +45.6% | 1,067 | +33.4% | 0.00% | – |
| Q3 2013 | $68,000 | +7.9% | 800 | 0.0% | 0.00% | – |
| Q2 2013 | $63,000 | – | 800 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 291,204 | $15,308,594 | 6.63% |
| Hobart Private Capital, LLC | 181,847 | $9,559,697 | 6.47% |
| J Arnold Wealth Management Co | 240,573 | $12,646,936 | 6.24% |
| Hall Private Wealth Advisors | 207,876 | $10,928,041 | 6.21% |
| FinDec Wealth Services, Inc. | 129,539 | $6,809,843 | 5.63% |
| Safeguard Investment Advisory Group, LLC | 130,804 | $6,877,445 | 4.24% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 171,433 | $9,012 | 3.92% |
| RPg Family Wealth Advisory, LLC | 96,861 | $5,091,983 | 3.49% |
| Flaharty Asset Management, LLC | 344,242 | $18,096,825 | 3.39% |
| Madden Advisory Services, Inc. | 84,630 | $4,449,021 | 3.33% |