ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 558 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $293,000 | +1.4% | 6,219 | +8.5% | 0.10% | +2.1% |
| Q2 2022 | $289,000 | -29.2% | 5,731 | -14.5% | 0.10% | -14.2% |
| Q1 2022 | $408,000 | +22.5% | 6,700 | +32.3% | 0.11% | +20.2% |
| Q4 2021 | $333,000 | +30.6% | 5,065 | +24.6% | 0.09% | +22.1% |
| Q3 2021 | $255,000 | +23.2% | 4,064 | +606.8% | 0.08% | +24.2% |
| Q2 2021 | $207,000 | +44.8% | 575 | +32.8% | 0.06% | +37.8% |
| Q1 2021 | $143,000 | +1.4% | 433 | 0.0% | 0.04% | -2.2% |
| Q4 2020 | $141,000 | +42.4% | 433 | +30.0% | 0.05% | +24.3% |
| Q3 2020 | $99,000 | +80.0% | 333 | +57.8% | 0.04% | +85.0% |
| Q2 2020 | $55,000 | +816.7% | 211 | +681.5% | 0.02% | +900.0% |
| Q1 2020 | $6,000 | -14.3% | 27 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | +16.7% | 27 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | +20.0% | 27 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | – | 27 | – | 0.00% | – |
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% |