ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 159 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 2.38 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $5,684,000 | +8.1% | 34,030 | +7.9% | 0.03% | +3.0% |
| Q2 2017 | $5,257,000 | +29.8% | 31,553 | +18.0% | 0.03% | +22.2% |
| Q1 2017 | $4,051,000 | +33.6% | 26,750 | +17.5% | 0.03% | +22.7% |
| Q4 2016 | $3,033,000 | +4.1% | 22,775 | +13.6% | 0.02% | -4.3% |
| Q3 2016 | $2,914,000 | +16.9% | 20,043 | +9.0% | 0.02% | +9.5% |
| Q2 2016 | $2,492,000 | +18.0% | 18,385 | +6.6% | 0.02% | +10.5% |
| Q1 2016 | $2,112,000 | +4.7% | 17,241 | +4.7% | 0.02% | 0.0% |
| Q4 2015 | $2,017,000 | +24.1% | 16,466 | +12.7% | 0.02% | +11.8% |
| Q3 2015 | $1,625,000 | -4.9% | 14,604 | +2.3% | 0.02% | 0.0% |
| Q2 2015 | $1,709,000 | +6.3% | 14,272 | +6.9% | 0.02% | 0.0% |
| Q1 2015 | $1,607,000 | +27.3% | 13,357 | +19.7% | 0.02% | +21.4% |
| Q4 2014 | $1,262,000 | +119.1% | 11,160 | +92.7% | 0.01% | +100.0% |
| Q3 2014 | $576,000 | -4.8% | 5,792 | -2.3% | 0.01% | 0.0% |
| Q2 2014 | $605,000 | -5.5% | 5,931 | -8.4% | 0.01% | -22.2% |
| Q1 2014 | $640,000 | +13.9% | 6,475 | +6.8% | 0.01% | +12.5% |
| Q4 2013 | $562,000 | +32.5% | 6,060 | +21.0% | 0.01% | +14.3% |
| Q3 2013 | $424,000 | +13.4% | 5,008 | +5.3% | 0.01% | 0.0% |
| Q2 2013 | $374,000 | – | 4,757 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hall Private Wealth Advisors | 216,108 | $10,196,000 | 5.87% |
| CUMBERLAND ADVISORS INC | 308,050 | $14,534,000 | 5.79% |
| Crumly & Associates Inc. | 241,605 | $11,399,000 | 4.70% |
| Ulrich Consultants & Investment Group, LLC | 115,045 | $5,428,000 | 4.19% |
| Safeguard Investment Advisory Group, LLC | 124,770 | $5,886,000 | 4.03% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 172,499 | $8,138,000 | 3.87% |
| Flaharty Asset Management, LLC | 378,713 | $17,868,000 | 3.68% |
| Madden Advisory Services, Inc. | 81,074 | $3,825,000 | 3.06% |
| Ahrens Investment Partners LLC | 121,933 | $5,753,000 | 3.03% |
| Stonebridge Financial Planning Group, LLC | 91,759 | $4,329,000 | 3.03% |