ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 549 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $275,000 | +1.9% | 833 | +0.8% | 0.09% | -4.1% |
| Q4 2020 | $270,000 | +10.7% | 826 | +1.6% | 0.10% | -1.0% |
| Q3 2020 | $244,000 | +14.6% | 813 | +1.1% | 0.10% | +3.2% |
| Q2 2020 | $213,000 | +0.9% | 804 | -2.0% | 0.10% | -13.6% |
| Q1 2020 | $211,000 | -4.5% | 820 | 0.0% | 0.11% | +11.1% |
| Q4 2019 | $221,000 | +8.9% | 820 | 0.0% | 0.10% | 0.0% |
| Q3 2019 | $203,000 | +30.1% | 820 | +26.9% | 0.10% | +30.3% |
| Q2 2019 | $156,000 | +4.0% | 646 | 0.0% | 0.08% | 0.0% |
| Q1 2019 | $150,000 | +16.3% | 646 | 0.0% | 0.08% | +1.3% |
| Q4 2018 | $129,000 | -12.2% | 646 | 0.0% | 0.08% | +23.0% |
| Q3 2018 | $147,000 | +13.1% | 646 | 0.0% | 0.06% | +7.0% |
| Q2 2018 | $130,000 | +8.3% | 646 | 0.0% | 0.06% | +7.5% |
| Q1 2018 | $120,000 | – | 646 | – | 0.05% | – |
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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% |