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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $729,149 | -14.1% | 15,034 | -0.0% | 0.28% | -16.6% |
Q2 2023 | $848,876 | -12.8% | 15,035 | -16.6% | 0.34% | -14.2% |
Q1 2023 | $973,529 | +3.6% | 18,035 | +0.9% | 0.39% | +2.3% |
Q4 2022 | $939,689 | +12.9% | 17,875 | +1.3% | 0.38% | +8.5% |
Q3 2022 | $832,000 | -6.5% | 17,638 | 0.0% | 0.36% | -3.8% |
Q2 2022 | $890,000 | -17.2% | 17,638 | 0.0% | 0.37% | -8.4% |
Q1 2022 | $1,075,000 | -7.4% | 17,638 | 0.0% | 0.40% | -4.5% |
Q4 2021 | $1,161,000 | +7.8% | 17,638 | +2.9% | 0.42% | -11.3% |
Q3 2021 | $1,077,000 | +526.2% | 17,148 | +500.0% | 0.48% | +561.1% |
Q2 2021 | $172,000 | -81.8% | 2,858 | 0.0% | 0.07% | -83.2% |
Q1 2021 | $944,000 | -6.2% | 2,858 | -7.1% | 0.43% | -8.9% |
Q4 2020 | $1,006,000 | +9.7% | 3,075 | 0.0% | 0.47% | -23.7% |
Q3 2020 | $917,000 | +35.1% | 3,075 | +32.8% | 0.62% | +85.0% |
Q2 2020 | $679,000 | -2.0% | 2,316 | -24.7% | 0.33% | -10.0% |
Q1 2020 | $693,000 | -14.8% | 3,075 | 0.0% | 0.37% | +27.1% |
Q4 2019 | $813,000 | +7.0% | 3,075 | 0.0% | 0.29% | +3.9% |
Q3 2019 | $760,000 | +2.7% | 3,075 | 0.0% | 0.28% | -0.7% |
Q2 2019 | $740,000 | +30.1% | 3,075 | +7.9% | 0.28% | +24.2% |
Q4 2018 | $569,000 | -12.2% | 2,850 | 0.0% | 0.23% | -1.3% |
Q3 2018 | $648,000 | +13.3% | 2,850 | 0.0% | 0.23% | +10.0% |
Q2 2018 | $572,000 | +8.5% | 2,850 | 0.0% | 0.21% | +2.5% |
Q1 2018 | $527,000 | +6.5% | 2,850 | 0.0% | 0.20% | +10.9% |
Q4 2017 | $495,000 | +4.0% | 2,850 | 0.0% | 0.18% | -12.4% |
Q3 2017 | $476,000 | +0.2% | 2,850 | 0.0% | 0.21% | +1.0% |
Q2 2017 | $475,000 | +10.0% | 2,850 | 0.0% | 0.21% | +9.5% |
Q1 2017 | $432,000 | +14.0% | 2,850 | 0.0% | 0.19% | +8.6% |
Q4 2016 | $379,000 | +108.2% | 2,850 | +128.0% | 0.18% | +80.4% |
Q3 2016 | $182,000 | +7.7% | 1,250 | 0.0% | 0.10% | +7.8% |
Q2 2016 | $169,000 | +10.5% | 1,250 | 0.0% | 0.09% | +13.9% |
Q1 2016 | $153,000 | +178.2% | 1,250 | +177.8% | 0.08% | +259.1% |
Q4 2015 | $55,000 | – | 450 | – | 0.02% | – |
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% |