ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 298 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 4.64 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $200,000 | -24.5% | 3,970 | -8.5% | 0.09% | -11.5% |
| Q1 2022 | $265,000 | -7.7% | 4,341 | -0.2% | 0.10% | -1.9% |
| Q4 2021 | $287,000 | +1.8% | 4,351 | -3.1% | 0.11% | -7.8% |
| Q3 2021 | $282,000 | -2.1% | 4,491 | +462.1% | 0.12% | -4.2% |
| Q2 2021 | $288,000 | -10.3% | 799 | -17.9% | 0.12% | -12.4% |
| Q1 2021 | $321,000 | -20.3% | 973 | -21.0% | 0.14% | -29.7% |
| Q4 2020 | $403,000 | -15.2% | 1,231 | -22.3% | 0.20% | -26.7% |
| Q3 2020 | $475,000 | -13.5% | 1,584 | -23.7% | 0.27% | -18.2% |
| Q2 2020 | $549,000 | +10.7% | 2,075 | -5.7% | 0.32% | -8.2% |
| Q1 2020 | $496,000 | -3.3% | 2,200 | +13.3% | 0.35% | +20.0% |
| Q4 2019 | $513,000 | +14.8% | 1,942 | +7.5% | 0.30% | +5.0% |
| Q3 2019 | $447,000 | -9.9% | 1,807 | -12.3% | 0.28% | -4.1% |
| Q2 2019 | $496,000 | +4.0% | 2,060 | +0.0% | 0.29% | -0.3% |
| Q1 2019 | $477,000 | +19.8% | 2,059 | +3.3% | 0.29% | +5.4% |
| Q4 2018 | $398,000 | -1.5% | 1,993 | +12.3% | 0.28% | +10.3% |
| Q3 2018 | $404,000 | – | 1,775 | – | 0.25% | – |
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% |