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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $218,482 | -1.6% | 3,870 | -62.0% | 0.02% | +83.3% |
| Q1 2023 | $221,932 | -85.4% | 10,185 | -64.8% | 0.01% | -82.4% |
| Q4 2022 | $1,520,888 | +1167.4% | 28,931 | +1037.2% | 0.07% | +871.4% |
| Q3 2022 | $120,000 | -9.1% | 2,544 | -0.7% | 0.01% | -41.7% |
| Q2 2022 | $132,000 | -93.3% | 2,563 | -92.1% | 0.01% | -89.3% |
| Q1 2022 | $1,983,000 | +1499.2% | 32,525 | +1633.7% | 0.11% | +1020.0% |
| Q4 2021 | $124,000 | +21.6% | 1,876 | +507.1% | 0.01% | +25.0% |
| Q1 2021 | $102,000 | +2.0% | 309 | +1.6% | 0.01% | -11.1% |
| Q4 2020 | $100,000 | – | 304 | – | 0.01% | – |
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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% |