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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $397 | -22.9% | 8,184 | -10.3% | 0.01% | -23.5% |
| Q2 2023 | $515 | -1.2% | 9,120 | -5.5% | 0.02% | -5.6% |
| Q1 2023 | $521 | +2.2% | 9,651 | -0.5% | 0.02% | 0.0% |
| Q4 2022 | $510 | -99.9% | 9,699 | -2.1% | 0.02% | -18.2% |
| Q3 2022 | $467,000 | -12.5% | 9,906 | -6.5% | 0.02% | -18.5% |
| Q2 2022 | $534,000 | -28.0% | 10,594 | -12.9% | 0.03% | -20.6% |
| Q1 2022 | $742,000 | -11.8% | 12,166 | -4.7% | 0.03% | -10.5% |
| Q4 2021 | $841,000 | +6.9% | 12,772 | +1.9% | 0.04% | -2.6% |
| Q3 2021 | $787,000 | +4.9% | 12,530 | +503.6% | 0.04% | +14.7% |
| Q2 2021 | $750,000 | -30.6% | 2,076 | -36.6% | 0.03% | -35.8% |
| Q1 2021 | $1,081,000 | +12.4% | 3,272 | +11.3% | 0.05% | +1.9% |
| Q4 2020 | $962,000 | +25.9% | 2,939 | +15.3% | 0.05% | +10.6% |
| Q3 2020 | $764,000 | +102.7% | 2,550 | +79.2% | 0.05% | +74.1% |
| Q2 2020 | $377,000 | +80.4% | 1,423 | +80.4% | 0.03% | +107.7% |
| Q4 2019 | $209,000 | – | 789 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 291,204 | $15,308,594 | 6.63% |
| Hobart Private Capital, LLC | 181,847 | $9,559,697 | 6.47% |
| J Arnold Wealth Management Co | 240,573 | $12,646,936 | 6.24% |
| Hall Private Wealth Advisors | 207,876 | $10,928,041 | 6.21% |
| FinDec Wealth Services, Inc. | 129,539 | $6,809,843 | 5.63% |
| Safeguard Investment Advisory Group, LLC | 130,804 | $6,877,445 | 4.24% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 171,433 | $9,012 | 3.92% |
| RPg Family Wealth Advisory, LLC | 96,861 | $5,091,983 | 3.49% |
| Flaharty Asset Management, LLC | 344,242 | $18,096,825 | 3.39% |
| Madden Advisory Services, Inc. | 84,630 | $4,449,021 | 3.33% |