ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 172 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.71 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $225,583 | +2.7% | 4,179 | 0.0% | 0.03% | -12.9% |
Q4 2022 | $219,690 | +4.1% | 4,179 | 0.0% | 0.03% | +3.3% |
Q2 2022 | $211,000 | -17.3% | 4,179 | 0.0% | 0.03% | -3.2% |
Q1 2022 | $255,000 | -7.3% | 4,179 | 0.0% | 0.03% | 0.0% |
Q4 2021 | $275,000 | -3.8% | 4,179 | -8.4% | 0.03% | -11.4% |
Q3 2021 | $286,000 | +4.4% | 4,560 | +500.0% | 0.04% | +6.1% |
Q2 2021 | $274,000 | +9.2% | 760 | 0.0% | 0.03% | +3.1% |
Q1 2021 | $251,000 | -7.0% | 760 | -7.8% | 0.03% | -11.1% |
Q4 2020 | $270,000 | +9.3% | 824 | 0.0% | 0.04% | 0.0% |
Q3 2020 | $247,000 | +18.2% | 824 | +4.2% | 0.04% | +9.1% |
Q2 2020 | $209,000 | +17.4% | 791 | 0.0% | 0.03% | -2.9% |
Q1 2020 | $178,000 | -14.8% | 791 | 0.0% | 0.03% | +6.2% |
Q4 2019 | $209,000 | -3.2% | 791 | -9.4% | 0.03% | +3.2% |
Q3 2019 | $216,000 | +2.9% | 873 | 0.0% | 0.03% | -3.1% |
Q2 2019 | $210,000 | +6.6% | 873 | +2.3% | 0.03% | +6.7% |
Q1 2019 | $197,000 | +11.3% | 853 | -3.5% | 0.03% | 0.0% |
Q4 2018 | $177,000 | -27.2% | 884 | -17.3% | 0.03% | -14.3% |
Q3 2018 | $243,000 | +13.6% | 1,069 | 0.0% | 0.04% | +2.9% |
Q2 2018 | $214,000 | +8.1% | 1,069 | 0.0% | 0.03% | 0.0% |
Q1 2018 | $198,000 | +2.1% | 1,069 | -4.5% | 0.03% | +9.7% |
Q4 2017 | $194,000 | -66.2% | 1,119 | -70.5% | 0.03% | -71.8% |
Q1 2017 | $574,000 | +4.7% | 3,790 | -7.9% | 0.11% | -0.9% |
Q4 2016 | $548,000 | -11.6% | 4,115 | -3.5% | 0.11% | -17.8% |
Q3 2016 | $620,000 | +7.3% | 4,265 | 0.0% | 0.14% | +8.0% |
Q2 2016 | $578,000 | +7.4% | 4,265 | -2.8% | 0.12% | +1.6% |
Q1 2016 | $538,000 | 0.0% | 4,390 | 0.0% | 0.12% | -2.4% |
Q4 2015 | $538,000 | +10.0% | 4,390 | 0.0% | 0.13% | +4.1% |
Q3 2015 | $489,000 | -8.1% | 4,390 | -1.1% | 0.12% | -16.6% |
Q2 2015 | $532,000 | -0.4% | 4,440 | 0.0% | 0.14% | 0.0% |
Q1 2015 | $534,000 | +6.4% | 4,440 | 0.0% | 0.14% | +4.3% |
Q4 2014 | $502,000 | +13.8% | 4,440 | 0.0% | 0.14% | +13.9% |
Q3 2014 | $441,000 | -2.6% | 4,440 | 0.0% | 0.12% | -0.8% |
Q2 2014 | $453,000 | +3.2% | 4,440 | 0.0% | 0.12% | -4.7% |
Q1 2014 | $439,000 | +6.6% | 4,440 | 0.0% | 0.13% | +6.6% |
Q4 2013 | $412,000 | +4.8% | 4,440 | -4.3% | 0.12% | -6.2% |
Q3 2013 | $393,000 | +6.2% | 4,640 | -1.6% | 0.13% | +1.6% |
Q2 2013 | $370,000 | – | 4,715 | – | 0.13% | – |
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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% |