CUMBERLAND ADVISORS INC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 235 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.4%.

Quarter-by-quarter ownership
CUMBERLAND ADVISORS INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$5,813,029
-7.1%
103,730
-2.8%
2.38%
+2.3%
Q1 2024$6,255,654
-51.8%
106,770
-60.1%
2.33%
-59.6%
Q3 2023$12,980,006
-14.0%
267,629
+0.1%
5.76%
-16.6%
Q2 2023$15,093,678
+0.6%
267,334
-3.8%
6.90%
+12.1%
Q1 2023$14,998,019
-2.0%
277,844
-4.6%
6.15%
-7.2%
Q4 2022$15,308,594
+5.3%
291,204
-5.5%
6.63%
+14.6%
Q3 2022$14,534,000
-9.7%
308,050
-3.4%
5.79%
+8.3%
Q2 2022$16,087,000
-18.5%
318,930
-1.4%
5.34%
+16.9%
Q1 2022$19,728,000
-9.7%
323,615
-2.4%
4.57%
-0.1%
Q4 2021$21,845,000
+3.6%
331,735
-1.3%
4.58%
-6.2%
Q3 2021$21,091,000
+4.1%
335,943
+498.9%
4.88%
+2.6%
Q2 2021$20,252,000
+11.3%
56,093
+1.8%
4.75%
+5.3%
Q1 2021$18,199,000
+0.3%
55,087
-0.6%
4.51%
-32.1%
Q4 2020$18,143,000
+22.5%
55,433
-0.9%
6.64%
+18.4%
Q2 2020$14,816,000
+14.0%
55,959
-2.9%
5.61%
+5.9%
Q1 2020$12,993,000
-16.8%
57,659
-2.4%
5.30%
-1.6%
Q4 2019$15,618,000
+2.0%
59,089
-4.6%
5.38%
+24.4%
Q3 2019$15,309,000
-0.2%
61,919
-2.8%
4.32%
-16.5%
Q2 2019$15,342,000
+3.4%
63,734
-0.5%
5.18%
+0.7%
Q1 2019$14,837,000
+9.9%
64,084
-5.2%
5.14%
+6.3%
Q4 2018$13,500,000
+81.2%
67,564
+106.3%
4.84%
-3.0%
Q3 2018$7,450,000
+5.0%
32,750
-7.4%
4.99%
+12.5%
Q2 2018$7,095,000
+10.7%
35,360
+2.0%
4.43%
+13.0%
Q1 2018$6,412,000
-2.8%
34,660
-8.8%
3.92%
+7.6%
Q4 2017$6,595,000
+18.7%
38,010
+14.3%
3.64%
+7.1%
Q3 2017$5,555,000
-10.9%
33,260
-11.1%
3.40%
-7.1%
Q2 2017$6,235,000
+8.0%
37,420
-1.9%
3.66%
+1.3%
Q1 2017$5,775,000
+24.2%
38,140
+9.2%
3.62%
+9.2%
Q4 2016$4,650,000
-20.9%
34,920
-13.6%
3.31%
+1.2%
Q3 2016$5,880,000
+6.6%
40,440
-0.7%
3.28%
-3.6%
Q2 2016$5,518,000
+9.4%
40,710
-1.2%
3.40%
-2.1%
Q1 2016$5,046,000
+4.4%
41,200
+4.4%
3.47%
+21.3%
Q4 2015$4,834,00039,4652.86%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 22,202$5,847,0006.62%
J Arnold Wealth Management Co 17,375$4,593,0005.90%
LUCAS CAPITAL MANAGEMENT 17,325$4,579,0005.43%
CUMBERLAND ADVISORS INC 59,089$15,618,0005.38%
Jackson Financial Management 33,920$8,966,0004.63%
Concorde Asset Management, LLC 25,242$6,672,0004.62%
BANK HAPOALIM BM 77,000$20,353,0004.47%
SPC Financial, Inc. 68,564$18,123,0003.32%
Milestone Advisory Partners 23,135$6,115,0003.21%
MinichMacGregor Wealth Management, LLC 21,666$5,726,0003.19%
View complete list of ISHARES TR shareholders