ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 461 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 6.10 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,806,334 | -15.4% | 37,244 | -1.5% | 1.35% | -21.0% |
| Q2 2023 | $2,134,978 | +17.3% | 37,814 | +12.1% | 1.71% | -0.2% |
| Q1 2023 | $1,820,314 | +28.9% | 33,722 | +25.5% | 1.71% | -29.9% |
| Q4 2022 | $1,412,030 | +83.9% | 26,860 | +826.5% | 2.44% | +180.7% |
| Q2 2020 | $768,000 | +0.9% | 2,899 | -5.8% | 0.87% | +14.9% |
| Q3 2019 | $761,000 | -12.0% | 3,076 | -14.4% | 0.76% | +17.5% |
| Q2 2019 | $865,000 | -28.0% | 3,594 | -40.2% | 0.64% | -44.6% |
| Q4 2018 | $1,201,000 | +71.6% | 6,011 | +43.5% | 1.16% | +151.9% |
| Q3 2017 | $700,000 | +4.8% | 4,190 | +4.5% | 0.46% | +1.1% |
| Q2 2017 | $668,000 | +51.1% | 4,011 | +37.5% | 0.46% | -10.4% |
| Q1 2017 | $442,000 | – | 2,918 | – | 0.51% | – |
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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% |