ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 485 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 6.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $942,944 | -20.4% | 19,442 | -7.4% | 0.10% | -18.1% |
| Q2 2023 | $1,185,217 | +49.0% | 20,992 | +42.4% | 0.12% | +39.8% |
| Q1 2023 | $795,642 | +1.4% | 14,739 | -1.3% | 0.08% | -5.7% |
| Q4 2022 | $784,884 | +10.5% | 14,930 | -0.8% | 0.09% | -14.6% |
| Q3 2022 | $710,000 | -6.0% | 15,052 | +0.5% | 0.10% | +2.0% |
| Q2 2022 | $755,000 | -17.8% | 14,976 | -0.6% | 0.10% | -8.2% |
| Q1 2022 | $918,000 | +289.0% | 15,065 | +319.9% | 0.11% | +254.8% |
| Q4 2021 | $236,000 | +10.3% | 3,588 | +5.4% | 0.03% | -3.1% |
| Q3 2021 | $214,000 | -23.8% | 3,404 | +296.3% | 0.03% | -56.8% |
| Q4 2020 | $281,000 | +6.4% | 859 | -2.6% | 0.07% | -9.8% |
| Q3 2020 | $264,000 | +17.9% | 882 | +3.9% | 0.08% | +6.5% |
| Q4 2019 | $224,000 | +0.4% | 849 | -5.0% | 0.08% | -3.8% |
| Q3 2019 | $223,000 | – | 894 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 277,844 | $14,998,019 | 6.15% |
| Hall Private Wealth Advisors | 206,568 | $11,150,541 | 5.81% |
| Concorde Asset Management, LLC | 86,951 | $4,693,602 | 5.56% |
| FinDec Wealth Services, Inc. | 127,463 | $6,880,453 | 5.20% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 163,060 | $8,801 | 3.60% |
| Flaharty Asset Management, LLC | 350,733 | $18,932,594 | 3.38% |
| Somerset Group LLC | 68,954 | $3,722,137 | 3.24% |
| Madden Advisory Services, Inc. | 84,560 | $4,564,531 | 3.20% |
| Stonebridge Financial Planning Group, LLC | 90,849 | $4,904,055 | 3.16% |
| RPg Family Wealth Advisory, LLC | 102,668 | $5,542,019 | 3.04% |