Tufton Capital Management - ISHARES TR ownership

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
Tufton Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$221,605
+3.9%
3,925
-0.6%
0.05%
+4.3%
Q1 2023$213,221
+1.4%
3,950
-1.2%
0.05%0.0%
Q4 2022$210,280
-6.1%
4,000
+8.5%
0.05%
+27.8%
Q1 2022$224,000
-7.4%
3,685
-0.1%
0.04%
-2.7%
Q4 2021$242,0003,6900.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders