ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,230,950 | -19.5% | 107,597 | -6.5% | 0.58% | -17.3% |
| Q2 2023 | $6,496,002 | +12.8% | 115,055 | +7.8% | 0.71% | +7.1% |
| Q1 2023 | $5,759,017 | +9.7% | 106,688 | +6.9% | 0.66% | -4.3% |
| Q4 2022 | $5,248,831 | -2.9% | 99,844 | -12.9% | 0.69% | -11.7% |
| Q3 2022 | $5,405,000 | -7.0% | 114,571 | -0.5% | 0.78% | -2.0% |
| Q2 2022 | $5,811,000 | -38.1% | 115,204 | -19.2% | 0.80% | -21.9% |
| Q4 2021 | $9,388,000 | +5.8% | 142,560 | +0.9% | 1.02% | -16.2% |
| Q3 2021 | $8,872,000 | +135.5% | 141,326 | +802.7% | 1.22% | +20.1% |
| Q2 2019 | $3,768,000 | +29.4% | 15,656 | +22.4% | 1.01% | +0.7% |
| Q3 2018 | $2,911,000 | +151.6% | 12,795 | +91.8% | 1.01% | +129.7% |
| Q4 2017 | $1,157,000 | +17.5% | 6,670 | +13.0% | 0.44% | +14.4% |
| Q3 2017 | $985,000 | -43.0% | 5,901 | -43.1% | 0.38% | -43.3% |
| Q2 2017 | $1,728,000 | +22.2% | 10,377 | +11.1% | 0.68% | +16.6% |
| Q1 2017 | $1,414,000 | +152.5% | 9,340 | +121.9% | 0.58% | +99.0% |
| Q4 2016 | $560,000 | – | 4,210 | – | 0.29% | – |
Download | ||||||
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% |