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 | $7,035,701 | -31.3% | 145,066 | -20.0% | 0.00% | 0.0% |
| Q2 2023 | $10,234,222 | -25.2% | 181,265 | -28.4% | 0.00% | -50.0% |
| Q1 2023 | $13,674,970 | -58.7% | 253,334 | -59.8% | 0.00% | -50.0% |
| Q4 2022 | $33,112,161 | +269.2% | 629,868 | +231.4% | 0.01% | +300.0% |
| Q3 2022 | $8,968,000 | -25.9% | 190,069 | -20.8% | 0.00% | -33.3% |
| Q2 2022 | $12,105,000 | +46.0% | 240,000 | +76.4% | 0.00% | +50.0% |
| Q1 2022 | $8,293,000 | -61.7% | 136,026 | -58.6% | 0.00% | – |
| Q4 2021 | $21,638,000 | +31.4% | 328,600 | +25.3% | 0.00% | -100.0% |
| Q3 2021 | $16,464,000 | -35.6% | 262,251 | +270.4% | 0.00% | -50.0% |
| Q2 2021 | $25,562,000 | -0.2% | 70,800 | -8.7% | 0.00% | 0.0% |
| Q1 2021 | $25,616,000 | -57.8% | 77,537 | -58.2% | 0.00% | 0.0% |
| Q4 2020 | $60,666,000 | +149.8% | 185,354 | +128.7% | 0.00% | -20.0% |
| Q3 2020 | $24,281,000 | -37.0% | 81,041 | -44.3% | 0.01% | -44.4% |
| Q2 2020 | $38,557,000 | +16.2% | 145,626 | -1.1% | 0.01% | -10.0% |
| Q1 2020 | $33,168,000 | +146.9% | 147,182 | +189.6% | 0.01% | +150.0% |
| Q4 2019 | $13,436,000 | -16.7% | 50,829 | -22.1% | 0.00% | -33.3% |
| Q3 2019 | $16,124,000 | -85.5% | 65,216 | -85.9% | 0.01% | -53.8% |
| Q2 2019 | $111,411,000 | +1149.8% | 462,819 | +1102.0% | 0.01% | +225.0% |
| Q1 2019 | $8,914,000 | +13.3% | 38,505 | -2.2% | 0.00% | +33.3% |
| Q4 2018 | $7,867,000 | -48.4% | 39,374 | -41.3% | 0.00% | -40.0% |
| Q3 2018 | $15,259,000 | +86.1% | 67,081 | +64.2% | 0.01% | +66.7% |
| Q2 2018 | $8,199,000 | +64.4% | 40,862 | +51.6% | 0.00% | +50.0% |
| Q1 2018 | $4,987,000 | +178.8% | 26,956 | +161.4% | 0.00% | +100.0% |
| Q4 2017 | $1,789,000 | -59.5% | 10,313 | -61.0% | 0.00% | -50.0% |
| Q3 2017 | $4,414,000 | +519.1% | 26,425 | +517.7% | 0.00% | – |
| Q2 2017 | $713,000 | -39.3% | 4,278 | -51.5% | 0.00% | -100.0% |
| Q4 2016 | $1,174,000 | -83.2% | 8,819 | -81.7% | 0.00% | -66.7% |
| Q3 2016 | $7,008,000 | +91.2% | 48,202 | +61.1% | 0.00% | +50.0% |
| Q1 2016 | $3,665,000 | +297.1% | 29,923 | +297.0% | 0.00% | – |
| Q4 2015 | $923,000 | +4.5% | 7,537 | -5.0% | 0.00% | – |
| Q3 2015 | $883,000 | +235.7% | 7,931 | +260.7% | 0.00% | – |
| Q2 2015 | $263,000 | -84.0% | 2,199 | -83.9% | 0.00% | -100.0% |
| Q1 2015 | $1,639,000 | -45.9% | 13,625 | -49.1% | 0.00% | 0.0% |
| Q4 2014 | $3,030,000 | -5.8% | 26,791 | -17.2% | 0.00% | 0.0% |
| Q3 2014 | $3,215,000 | +11.6% | 32,348 | +14.5% | 0.00% | 0.0% |
| Q2 2014 | $2,881,000 | +76.7% | 28,243 | +61.0% | 0.00% | 0.0% |
| Q4 2013 | $1,630,000 | – | 17,544 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 291,204 | $15,308,594 | 6.63% |
| Hobart Private Capital, LLC | 181,847 | $9,559,697 | 6.47% |
| J Arnold Wealth Management Co | 240,573 | $12,646,936 | 6.24% |
| Hall Private Wealth Advisors | 207,876 | $10,928,041 | 6.21% |
| FinDec Wealth Services, Inc. | 129,539 | $6,809,843 | 5.63% |
| Safeguard Investment Advisory Group, LLC | 130,804 | $6,877,445 | 4.24% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 171,433 | $9,012 | 3.92% |
| RPg Family Wealth Advisory, LLC | 96,861 | $5,091,983 | 3.49% |
| Flaharty Asset Management, LLC | 344,242 | $18,096,825 | 3.39% |
| Madden Advisory Services, Inc. | 84,630 | $4,449,021 | 3.33% |