ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $318,000 | -13.8% | 6,730 | -8.2% | 0.00% | – |
| Q2 2022 | $369,000 | +37.7% | 7,329 | +887.7% | 0.00% | – |
| Q2 2021 | $268,000 | +3.1% | 742 | -5.6% | 0.00% | – |
| Q1 2021 | $260,000 | -12.8% | 786 | -13.7% | 0.00% | – |
| Q4 2020 | $298,000 | -41.0% | 911 | -46.0% | 0.00% | – |
| Q3 2020 | $505,000 | +18.8% | 1,687 | +5.3% | 0.00% | – |
| Q2 2020 | $425,000 | +101.4% | 1,602 | +87.6% | 0.00% | – |
| Q3 2019 | $211,000 | -26.2% | 854 | -70.3% | 0.00% | – |
| Q3 2014 | $286,000 | -2.4% | 2,875 | 0.0% | 0.00% | – |
| Q2 2014 | $293,000 | +3.2% | 2,875 | 0.0% | 0.00% | – |
| Q1 2014 | $284,000 | -4.7% | 2,875 | -10.6% | 0.00% | – |
| Q4 2013 | $298,000 | +9.6% | 3,215 | 0.0% | 0.00% | – |
| Q3 2013 | $272,000 | +34.7% | 3,215 | +24.9% | 0.00% | – |
| Q2 2013 | $202,000 | – | 2,575 | – | 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% |