ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 298 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 4.64 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,857,857 | -8.1% | 162,018 | +6.9% | 1.60% | -6.5% |
| Q2 2023 | $8,553,502 | +5.8% | 151,497 | +1.1% | 1.71% | +2.0% |
| Q1 2023 | $8,085,860 | -1.6% | 149,794 | -4.2% | 1.68% | -6.8% |
| Q4 2022 | $8,218,090 | -11.8% | 156,327 | -20.8% | 1.80% | -18.7% |
| Q3 2022 | $9,317,000 | -2.9% | 197,486 | +3.8% | 2.22% | +1.2% |
| Q2 2022 | $9,593,000 | -10.3% | 190,188 | +8.4% | 2.19% | -1.2% |
| Q1 2022 | $10,693,000 | +7.6% | 175,406 | +16.2% | 2.21% | +11.0% |
| Q4 2021 | $9,942,000 | +41.8% | 150,975 | +35.2% | 2.00% | +29.6% |
| Q3 2021 | $7,012,000 | +18.5% | 111,690 | +581.4% | 1.54% | +14.9% |
| Q2 2021 | $5,918,000 | +25.2% | 16,392 | +14.6% | 1.34% | +18.5% |
| Q1 2021 | $4,726,000 | +7.6% | 14,307 | +6.6% | 1.13% | +1.0% |
| Q4 2020 | $4,391,000 | +40.4% | 13,417 | +28.5% | 1.12% | +21.7% |
| Q3 2020 | $3,128,000 | +22.5% | 10,439 | +8.2% | 0.92% | +14.3% |
| Q2 2020 | $2,553,000 | +41.2% | 9,644 | +20.2% | 0.80% | +19.8% |
| Q1 2020 | $1,808,000 | +54.5% | 8,025 | +81.3% | 0.67% | +72.8% |
| Q4 2019 | $1,170,000 | +39.6% | 4,427 | +30.6% | 0.39% | +31.0% |
| Q3 2019 | $838,000 | +92.2% | 3,389 | +86.7% | 0.30% | +84.5% |
| Q2 2019 | $436,000 | – | 1,815 | – | 0.16% | – |
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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% |