ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 313 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.77 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $5,169,000 | +3.9% | 15,793 | -4.9% | 6.03% | -9.5% |
Q3 2020 | $4,977,000 | +13.6% | 16,612 | +0.4% | 6.66% | +11.1% |
Q2 2020 | $4,382,000 | +16.4% | 16,552 | -0.9% | 6.00% | +5.4% |
Q1 2020 | $3,765,000 | -17.8% | 16,707 | -3.6% | 5.69% | +4.9% |
Q4 2019 | $4,579,000 | +6.0% | 17,325 | -0.8% | 5.43% | -1.4% |
Q3 2019 | $4,319,000 | +2.7% | 17,469 | -0.0% | 5.50% | +10.5% |
Q2 2019 | $4,207,000 | +2.3% | 17,477 | -1.6% | 4.98% | +2.6% |
Q1 2019 | $4,112,000 | +15.1% | 17,762 | -0.6% | 4.86% | +3.3% |
Q4 2018 | $3,572,000 | -15.1% | 17,877 | -3.3% | 4.70% | -7.6% |
Q3 2018 | $4,205,000 | +15.9% | 18,486 | +2.3% | 5.09% | +48.4% |
Q2 2018 | $3,627,000 | +5.9% | 18,074 | -3.6% | 3.43% | +3.4% |
Q1 2018 | $3,424,000 | +1.5% | 18,745 | -3.5% | 3.32% | +13.4% |
Q4 2017 | $3,372,000 | -3.4% | 19,434 | -7.1% | 2.92% | -6.6% |
Q3 2017 | $3,492,000 | -0.9% | 20,909 | -1.1% | 3.13% | +22.7% |
Q2 2017 | $3,522,000 | +6.4% | 21,137 | -3.3% | 2.55% | +4.0% |
Q1 2017 | $3,310,000 | +14.1% | 21,862 | +0.3% | 2.45% | +17.2% |
Q4 2016 | $2,901,000 | -15.4% | 21,786 | -7.7% | 2.09% | -20.3% |
Q3 2016 | $3,430,000 | +0.9% | 23,591 | -5.9% | 2.63% | +9.1% |
Q2 2016 | $3,400,000 | +3.1% | 25,081 | -6.8% | 2.41% | 0.0% |
Q1 2016 | $3,297,000 | -3.2% | 26,916 | -3.3% | 2.41% | +10.0% |
Q4 2015 | $3,407,000 | +14.6% | 27,821 | +4.1% | 2.19% | +26.9% |
Q3 2015 | $2,974,000 | -6.5% | 26,724 | +0.6% | 1.72% | +22.0% |
Q2 2015 | $3,180,000 | +0.2% | 26,562 | +0.7% | 1.41% | +10.4% |
Q1 2015 | $3,173,000 | +9.2% | 26,376 | +2.7% | 1.28% | +18.5% |
Q4 2014 | $2,906,000 | +11.9% | 25,692 | -1.7% | 1.08% | +35.5% |
Q3 2014 | $2,597,000 | +8.2% | 26,131 | +11.1% | 0.80% | +4.7% |
Q2 2014 | $2,400,000 | +4.1% | 23,520 | +0.8% | 0.76% | +3.4% |
Q1 2014 | $2,306,000 | +10.6% | 23,335 | +3.9% | 0.74% | +5.7% |
Q4 2013 | $2,085,000 | +6.8% | 22,460 | -2.6% | 0.70% | +4.5% |
Q3 2013 | $1,952,000 | +5.0% | 23,050 | -2.6% | 0.67% | +25.0% |
Q2 2013 | $1,859,000 | +3.0% | 23,675 | +0.4% | 0.53% | -23.1% |
Q1 2013 | $1,805,000 | – | 23,575 | – | 0.69% | – |
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% |