ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $232,000 | -92.9% | 4,831 | -92.6% | 0.00% | -100.0% |
| Q2 2022 | $3,286,000 | +0.3% | 65,080 | +21.2% | 0.01% | +25.0% |
| Q1 2022 | $3,277,000 | -7.3% | 53,686 | +0.1% | 0.00% | +33.3% |
| Q4 2021 | $3,534,000 | +10.3% | 53,641 | +5.2% | 0.00% | 0.0% |
| Q3 2021 | $3,205,000 | +40.4% | 50,989 | +706.8% | 0.00% | +50.0% |
| Q2 2021 | $2,282,000 | +6.1% | 6,320 | -2.9% | 0.00% | -33.3% |
| Q1 2021 | $2,150,000 | +3.8% | 6,508 | +2.9% | 0.00% | 0.0% |
| Q4 2020 | $2,071,000 | +9.3% | 6,327 | +0.1% | 0.00% | 0.0% |
| Q3 2020 | $1,894,000 | +13.2% | 6,320 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,673,000 | +32.7% | 6,320 | +13.0% | 0.00% | 0.0% |
| Q1 2020 | $1,261,000 | +120.1% | 5,593 | +157.4% | 0.00% | +200.0% |
| Q4 2019 | $573,000 | – | 2,173 | – | 0.00% | – |
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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% |