ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 61 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,158,000 | +8.3% | 8,695 | +18.3% | 0.04% | +2.7% |
| Q3 2016 | $1,069,000 | +18.1% | 7,352 | +10.1% | 0.04% | +15.6% |
| Q2 2016 | $905,000 | +51.1% | 6,679 | +36.6% | 0.03% | +28.0% |
| Q1 2016 | $599,000 | +60.6% | 4,891 | +60.6% | 0.02% | +47.1% |
| Q4 2015 | $373,000 | +40.8% | 3,046 | +27.9% | 0.02% | -19.0% |
| Q3 2015 | $265,000 | +4.7% | 2,381 | +12.6% | 0.02% | +16.7% |
| Q2 2015 | $253,000 | -10.6% | 2,115 | -10.0% | 0.02% | -10.0% |
| Q1 2015 | $283,000 | +875.9% | 2,350 | +814.4% | 0.02% | +566.7% |
| Q4 2014 | $29,000 | +383.3% | 257 | +358.9% | 0.00% | +200.0% |
| Q3 2014 | $6,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $6,000 | – | 56 | +2700.0% | 0.00% | – |
| Q1 2014 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q4 2013 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2013 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2013 | $0 | – | 1 | – | 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% |