ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 275 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.87 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,329,585 | -9.2% | 68,651 | +5.7% | 0.01% | 0.0% |
| Q2 2023 | $3,667,342 | +6.4% | 64,955 | +1.7% | 0.01% | 0.0% |
| Q1 2023 | $3,447,542 | +6.2% | 63,867 | +3.5% | 0.01% | 0.0% |
| Q4 2022 | $3,245,217 | +1.5% | 61,731 | -7.6% | 0.01% | 0.0% |
| Q3 2022 | $3,196,000 | -25.9% | 66,833 | -21.4% | 0.01% | -28.6% |
| Q2 2022 | $4,316,000 | -13.2% | 84,999 | +4.2% | 0.01% | 0.0% |
| Q1 2022 | $4,974,000 | +7.3% | 81,588 | +15.3% | 0.01% | +16.7% |
| Q4 2021 | $4,636,000 | +0.5% | 70,732 | +1.3% | 0.01% | 0.0% |
| Q3 2021 | $4,615,000 | +4.2% | 69,798 | +468.9% | 0.01% | 0.0% |
| Q2 2021 | $4,430,000 | -34.1% | 12,270 | -39.7% | 0.01% | -40.0% |
| Q1 2021 | $6,721,000 | -13.6% | 20,345 | -14.4% | 0.01% | -23.1% |
| Q4 2020 | $7,778,000 | +37.6% | 23,763 | +26.0% | 0.01% | +18.2% |
| Q3 2020 | $5,651,000 | +29.9% | 18,860 | +14.8% | 0.01% | +37.5% |
| Q2 2020 | $4,351,000 | +325.7% | 16,434 | +262.3% | 0.01% | +300.0% |
| Q1 2020 | $1,022,000 | +83.5% | 4,536 | +115.1% | 0.00% | +100.0% |
| Q4 2019 | $557,000 | +78.0% | 2,109 | +66.9% | 0.00% | – |
| Q3 2019 | $313,000 | 0.0% | 1,264 | -2.7% | 0.00% | – |
| Q2 2019 | $313,000 | +49.0% | 1,299 | +42.9% | 0.00% | – |
| Q1 2019 | $210,000 | -75.1% | 909 | -78.5% | 0.00% | -100.0% |
| Q4 2018 | $845,000 | +52.5% | 4,229 | +73.5% | 0.00% | 0.0% |
| Q3 2018 | $554,000 | – | 2,437 | – | 0.00% | – |
Download | ||||||
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% |