ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,251,803 | -13.2% | 25,950 | +1.6% | 0.00% | -33.3% |
| Q2 2023 | $1,441,831 | +0.2% | 25,553 | -4.1% | 0.00% | -25.0% |
| Q1 2023 | $1,438,790 | +7.7% | 26,642 | +4.8% | 0.00% | +33.3% |
| Q4 2022 | $1,336,069 | +4.1% | 25,411 | -6.8% | 0.00% | -57.1% |
| Q3 2022 | $1,284,000 | -5.6% | 27,271 | +1.1% | 0.01% | +16.7% |
| Q2 2022 | $1,360,000 | -8.9% | 26,963 | +10.1% | 0.01% | +50.0% |
| Q1 2022 | $1,493,000 | -1.6% | 24,481 | +6.2% | 0.00% | -20.0% |
| Q4 2021 | $1,518,000 | – | 23,058 | – | 0.01% | – |
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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% |