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 | $1,669,166 | -15.6% | 34,416 | -1.8% | 0.03% | -8.8% |
| Q2 2023 | $1,978,686 | +8.0% | 35,046 | +3.2% | 0.03% | -8.1% |
| Q1 2023 | $1,832,390 | -1.6% | 33,946 | -4.2% | 0.04% | -9.8% |
| Q4 2022 | $1,862,697 | +4.4% | 35,433 | -6.3% | 0.04% | 0.0% |
| Q3 2022 | $1,784,000 | -11.2% | 37,821 | -5.0% | 0.04% | -6.8% |
| Q2 2022 | $2,008,000 | -20.4% | 39,800 | -3.8% | 0.04% | -2.2% |
| Q1 2022 | $2,522,000 | -8.0% | 41,370 | -0.6% | 0.04% | -4.3% |
| Q4 2021 | $2,742,000 | +7.0% | 41,635 | +2.0% | 0.05% | 0.0% |
| Q3 2021 | $2,563,000 | +4.7% | 40,830 | +502.2% | 0.05% | +6.8% |
| Q2 2021 | $2,448,000 | +57.1% | 6,780 | +43.8% | 0.04% | +46.7% |
| Q1 2021 | $1,558,000 | +26.1% | 4,715 | +24.9% | 0.03% | +20.0% |
| Q4 2020 | $1,236,000 | +11.5% | 3,775 | +2.0% | 0.02% | -3.8% |
| Q3 2020 | $1,109,000 | +25.6% | 3,700 | +10.9% | 0.03% | +18.2% |
| Q2 2020 | $883,000 | +30.2% | 3,335 | +10.8% | 0.02% | +4.8% |
| Q1 2020 | $678,000 | – | 3,010 | – | 0.02% | – |
Download | ||||||
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% |