ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,220,893 | -8.9% | 25,173 | +6.0% | 0.16% | -10.7% |
| Q2 2023 | $1,340,798 | +4.3% | 23,748 | -0.3% | 0.18% | -4.3% |
| Q1 2023 | $1,285,338 | -1.9% | 23,811 | -4.5% | 0.18% | -10.2% |
| Q4 2022 | $1,310,424 | +10.9% | 24,927 | -0.5% | 0.21% | -1.4% |
| Q3 2022 | $1,182,000 | -0.2% | 25,048 | +6.7% | 0.21% | -9.5% |
| Q2 2022 | $1,184,000 | -26.8% | 23,480 | -11.5% | 0.23% | -19.5% |
| Q1 2022 | $1,618,000 | -5.7% | 26,538 | +1.9% | 0.29% | -6.8% |
| Q4 2021 | $1,715,000 | +17.4% | 26,040 | +11.9% | 0.31% | +4.8% |
| Q3 2021 | $1,461,000 | +6.5% | 23,266 | +512.1% | 0.29% | +8.1% |
| Q2 2021 | $1,372,000 | +10.9% | 3,801 | +1.5% | 0.27% | -4.6% |
| Q1 2021 | $1,237,000 | +8.7% | 3,745 | +7.7% | 0.28% | +4.4% |
| Q4 2020 | $1,138,000 | +21.6% | 3,477 | +11.3% | 0.27% | -8.4% |
| Q3 2020 | $936,000 | -83.7% | 3,123 | -87.6% | 0.30% | -81.3% |
| Q3 2018 | $5,732,000 | +16.0% | 25,198 | +2.3% | 1.59% | +4.7% |
| Q2 2018 | $4,941,000 | +183.0% | 24,623 | +135.0% | 1.52% | +129.1% |
| Q2 2017 | $1,746,000 | +5.2% | 10,480 | -4.3% | 0.66% | +5.2% |
| Q1 2017 | $1,659,000 | -57.2% | 10,956 | -61.7% | 0.63% | -64.5% |
| Q2 2016 | $3,875,000 | – | 28,584 | – | 1.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| J Arnold Wealth Management Co | 510,084 | $24,739,436 | 10.01% |
| CUMBERLAND ADVISORS INC | 267,629 | $12,980,006 | 5.76% |
| FinDec Wealth Services, Inc. | 129,114 | $6,262,026 | 4.52% |
| Concorde Asset Management, LLC | 86,834 | $4,211,451 | 3.79% |
| Hall Private Wealth Advisors | 111,453 | $5,405,471 | 3.63% |
| Hamilton Wealth, LLC | 181,802 | $8,817,397 | 3.16% |
| Flaharty Asset Management, LLC | 376,497 | $18,260,268 | 3.06% |
| Somerset Group LLC | 65,292 | $3,166,662 | 2.98% |
| Stelac Advisory Services LLC | 105,891 | $5,135,714 | 2.80% |
| SFI Advisors, LLC | 58,646 | $2,844,331 | 2.78% |