ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 544 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $255,708 | -1.7% | 4,529 | -6.0% | 0.00% | 0.0% |
| Q1 2023 | $260,022 | +7.8% | 4,817 | +5.0% | 0.00% | 0.0% |
| Q4 2022 | $241,139 | +20.0% | 4,587 | +7.6% | 0.00% | 0.0% |
| Q3 2022 | $201,000 | -10.7% | 4,263 | -4.5% | 0.00% | 0.0% |
| Q2 2022 | $225,000 | -13.5% | 4,463 | +4.7% | 0.00% | 0.0% |
| Q1 2022 | $260,000 | +17.6% | 4,263 | +26.8% | 0.00% | 0.0% |
| Q4 2021 | $221,000 | -26.8% | 3,363 | +3.5% | 0.00% | -50.0% |
| Q4 2013 | $302,000 | -5.0% | 3,250 | -13.3% | 0.00% | 0.0% |
| Q3 2013 | $318,000 | +3.9% | 3,750 | -3.8% | 0.00% | +100.0% |
| Q2 2013 | $306,000 | +2.7% | 3,900 | 0.0% | 0.00% | 0.0% |
| Q1 2013 | $298,000 | +12.9% | 3,900 | 0.0% | 0.00% | 0.0% |
| Q4 2012 | $264,000 | – | 3,900 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Concorde Asset Management, LLC | 22,979 | $5,227,000 | 5.10% |
| LUCAS CAPITAL MANAGEMENT | 18,486 | $4,205,000 | 5.09% |
| CUMBERLAND ADVISORS INC | 32,750 | $7,450,000 | 4.99% |
| MinichMacGregor Wealth Management, LLC | 32,249 | $7,343,000 | 4.84% |
| PFM Health Sciences, LP | 1,233,000 | $280,483,000 | 4.11% |
| Donoghue Forlines LLC | 212,300 | $48,294,000 | 3.77% |
| SPC Financial, Inc. | 78,356 | $17,824,000 | 3.57% |
| Q3 Asset Management | 6,687 | $1,521,000 | 2.94% |
| Milestone Advisory Partners | 17,129 | $3,897,000 | 2.76% |
| Karp Capital Management Corp | 34,583 | $7,867,000 | 2.71% |