ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $499,065 | -14.1% | 10,290 | 0.0% | 0.10% | -11.7% |
| Q2 2023 | $580,973 | +4.3% | 10,290 | -0.3% | 0.11% | -1.8% |
| Q1 2023 | $556,966 | +2.7% | 10,318 | 0.0% | 0.11% | -6.6% |
| Q4 2022 | $542,417 | +11.6% | 10,318 | +0.0% | 0.12% | +12.0% |
| Q3 2022 | $486,000 | -8.8% | 10,314 | -2.5% | 0.11% | -2.7% |
| Q2 2022 | $533,000 | -18.4% | 10,578 | -1.4% | 0.11% | -1.8% |
| Q1 2022 | $653,000 | -7.5% | 10,728 | 0.0% | 0.11% | +13.0% |
| Q4 2021 | $706,000 | -5.2% | 10,728 | -9.7% | 0.10% | -37.5% |
| Q3 2021 | $745,000 | +4.5% | 11,880 | +501.2% | 0.16% | -13.5% |
| Q2 2021 | $713,000 | +10.9% | 1,976 | +1.4% | 0.18% | -1.1% |
| Q1 2021 | $643,000 | -6.5% | 1,949 | -4.9% | 0.19% | -6.0% |
| Q4 2020 | $688,000 | +11.1% | 2,049 | 0.0% | 0.20% | -4.3% |
| Q3 2020 | $619,000 | -4.5% | 2,049 | -8.0% | 0.21% | -14.0% |
| Q2 2020 | $648,000 | – | 2,226 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| J Arnold Wealth Management Co | 510,084 | $24,739,436 | 10.01% |
| CUMBERLAND ADVISORS INC | 267,629 | $12,980,006 | 5.76% |
| FinDec Wealth Services, Inc. | 129,114 | $6,262,026 | 4.52% |
| Concorde Asset Management, LLC | 86,834 | $4,211,451 | 3.79% |
| Hall Private Wealth Advisors | 111,453 | $5,405,471 | 3.63% |
| Hamilton Wealth, LLC | 181,802 | $8,817,397 | 3.16% |
| Flaharty Asset Management, LLC | 376,497 | $18,260,268 | 3.06% |
| Somerset Group LLC | 65,292 | $3,166,662 | 2.98% |
| Stelac Advisory Services LLC | 105,891 | $5,135,714 | 2.80% |
| SFI Advisors, LLC | 58,646 | $2,844,331 | 2.78% |