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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,359,810 | +4.6% | 25,191 | +1.9% | 0.91% | -0.8% |
| Q4 2022 | $1,299,846 | +7.2% | 24,726 | -3.8% | 0.92% | +7.5% |
| Q3 2022 | $1,213,000 | -12.4% | 25,704 | -6.4% | 0.85% | -6.7% |
| Q2 2022 | $1,385,000 | -8.0% | 27,464 | +11.1% | 0.91% | +10.7% |
| Q1 2022 | $1,506,000 | +13.3% | 24,712 | +22.4% | 0.82% | +16.4% |
| Q4 2021 | $1,329,000 | +19.8% | 20,188 | +14.3% | 0.71% | +11.3% |
| Q3 2021 | $1,109,000 | +91.5% | 17,658 | +813.0% | 0.64% | +31.9% |
| Q3 2020 | $579,000 | +19.9% | 1,934 | +6.1% | 0.48% | +10.8% |
| Q2 2020 | $483,000 | +30.2% | 1,823 | +10.6% | 0.44% | +2.3% |
| Q1 2020 | $371,000 | +3.3% | 1,648 | +21.2% | 0.43% | +34.8% |
| Q4 2019 | $359,000 | +7.2% | 1,360 | +0.4% | 0.32% | 0.0% |
| Q3 2019 | $335,000 | +5.3% | 1,355 | +2.7% | 0.32% | +3.9% |
| Q2 2019 | $318,000 | – | 1,320 | – | 0.30% | – |
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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% |