ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 358 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.77 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,910 | -90.3% | 60 | -90.0% | 0.00% | – |
| Q2 2022 | $30,000 | -18.9% | 600 | 0.0% | 0.00% | – |
| Q1 2022 | $37,000 | -7.5% | 600 | 0.0% | 0.00% | – |
| Q4 2021 | $40,000 | +5.3% | 600 | 0.0% | 0.00% | – |
| Q3 2021 | $38,000 | +192.3% | 600 | +1521.6% | 0.00% | – |
| Q2 2021 | $13,000 | +8.3% | 37 | 0.0% | 0.00% | – |
| Q1 2021 | $12,000 | -53.8% | 37 | -63.0% | 0.00% | – |
| Q2 2020 | $26,000 | +13.0% | 100 | 0.0% | 0.00% | – |
| Q1 2020 | $23,000 | -48.9% | 100 | -61.2% | 0.00% | – |
| Q4 2017 | $45,000 | +4.7% | 258 | 0.0% | 0.00% | – |
| Q3 2017 | $43,000 | 0.0% | 258 | 0.0% | 0.00% | – |
| Q2 2017 | $43,000 | +10.3% | 258 | 0.0% | 0.00% | – |
| Q1 2017 | $39,000 | – | 258 | – | 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% |