ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 230 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 159.97 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,795,000 | +150.3% | 6,780 | +113.1% | 0.19% | +107.8% |
| Q1 2020 | $717,000 | -24.0% | 3,181 | -10.8% | 0.09% | -3.2% |
| Q4 2019 | $943,000 | -39.5% | 3,568 | -43.4% | 0.09% | -40.0% |
| Q3 2019 | $1,558,000 | -8.9% | 6,301 | -14.7% | 0.16% | -15.3% |
| Q1 2019 | $1,710,000 | -50.2% | 7,385 | -57.0% | 0.18% | -67.3% |
| Q4 2018 | $3,433,000 | -11.4% | 17,180 | +0.8% | 0.56% | +45.1% |
| Q3 2018 | $3,876,000 | +22.4% | 17,037 | +8.0% | 0.39% | +15.2% |
| Q2 2018 | $3,167,000 | +103.7% | 15,781 | +87.7% | 0.34% | +93.6% |
| Q1 2018 | $1,555,000 | -48.7% | 8,407 | -51.9% | 0.17% | -51.3% |
| Q4 2017 | $3,032,000 | +1.7% | 17,472 | -2.1% | 0.36% | -4.6% |
| Q3 2017 | $2,980,000 | +0.6% | 17,840 | +0.4% | 0.37% | -3.1% |
| Q2 2017 | $2,961,000 | +106.3% | 17,773 | +87.5% | 0.38% | +95.9% |
| Q1 2017 | $1,435,000 | – | 9,477 | – | 0.20% | – |
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% |