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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,619,664 | -14.9% | 95,251 | -0.9% | 1.36% | -11.9% |
| Q2 2023 | $5,429,183 | +5.0% | 96,160 | +0.3% | 1.54% | +2.8% |
| Q1 2023 | $5,172,893 | +2.4% | 95,830 | -0.3% | 1.50% | +9.6% |
| Q4 2022 | $5,053,334 | +11.6% | 96,126 | +0.2% | 1.37% | +4.9% |
| Q3 2022 | $4,528,000 | +0.0% | 95,970 | +6.9% | 1.30% | -25.6% |
| Q2 2022 | $4,527,000 | -19.3% | 89,754 | -2.4% | 1.75% | -13.0% |
| Q1 2022 | $5,607,000 | -4.6% | 91,981 | +3.1% | 2.01% | -2.3% |
| Q4 2021 | $5,876,000 | +6.2% | 89,236 | +1.3% | 2.06% | -2.6% |
| Q3 2021 | $5,531,000 | +4.8% | 88,096 | +502.4% | 2.12% | +1.4% |
| Q2 2021 | $5,280,000 | +10.7% | 14,625 | +1.3% | 2.09% | -5.5% |
| Q1 2021 | $4,768,000 | +4.7% | 14,433 | +3.7% | 2.21% | -21.9% |
| Q4 2020 | $4,556,000 | – | 13,919 | – | 2.83% | – |
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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% |