ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $40,379 | -43.8% | 890 | -31.0% | 0.00% | – |
Q2 2023 | $71,827 | +2.6% | 1,290 | 0.0% | 0.00% | – |
Q1 2023 | $70,021 | +0.3% | 1,290 | 0.0% | 0.00% | – |
Q4 2022 | $69,815 | +7.4% | 1,290 | 0.0% | 0.00% | – |
Q3 2022 | $65,000 | -40.4% | 1,290 | -41.1% | 0.00% | – |
Q2 2022 | $109,000 | -19.9% | 2,190 | 0.0% | 0.00% | – |
Q1 2022 | $136,000 | 0.0% | 2,190 | 0.0% | 0.00% | – |
Q4 2021 | $136,000 | – | 2,190 | – | 0.00% | – |
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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% |