ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,133,000 | +22.0% | 17,204 | +16.2% | 0.14% | +0.7% |
| Q3 2021 | $929,000 | +21.4% | 14,803 | +598.3% | 0.13% | +18.6% |
| Q2 2021 | $765,000 | -7.2% | 2,120 | -15.0% | 0.11% | -23.6% |
| Q1 2021 | $824,000 | +1.9% | 2,495 | +1.0% | 0.15% | -16.9% |
| Q4 2020 | $809,000 | +28.4% | 2,471 | +17.5% | 0.18% | -12.3% |
| Q3 2020 | $630,000 | +18.0% | 2,103 | +4.2% | 0.20% | 0.0% |
| Q2 2020 | $534,000 | +32.5% | 2,018 | +12.8% | 0.20% | -5.1% |
| Q1 2020 | $403,000 | -54.5% | 1,789 | -46.5% | 0.21% | -40.7% |
| Q4 2019 | $885,000 | +6.9% | 3,347 | 0.0% | 0.36% | -30.2% |
| Q3 2019 | $828,000 | +3.8% | 3,347 | +1.0% | 0.52% | +0.8% |
| Q2 2019 | $798,000 | +20.5% | 3,313 | +15.8% | 0.51% | +1.8% |
| Q1 2019 | $662,000 | +15.3% | 2,860 | -0.4% | 0.50% | -9.0% |
| Q4 2018 | $574,000 | -22.8% | 2,872 | -12.2% | 0.55% | +0.4% |
| Q3 2018 | $744,000 | +11.0% | 3,271 | -2.0% | 0.55% | -4.3% |
| Q2 2018 | $670,000 | +22.0% | 3,338 | +12.5% | 0.58% | +9.9% |
| Q1 2018 | $549,000 | +0.2% | 2,968 | -6.0% | 0.52% | -8.2% |
| Q4 2017 | $548,000 | -19.9% | 3,159 | -22.9% | 0.57% | -32.9% |
| Q3 2017 | $684,000 | -1.9% | 4,095 | -2.2% | 0.85% | +291.3% |
| Q2 2017 | $697,000 | – | 4,185 | – | 0.22% | – |
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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% |