ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 291,204 | $15,308,594 | 6.63% |
| Hobart Private Capital, LLC | 181,847 | $9,559,697 | 6.47% |
| J Arnold Wealth Management Co | 240,573 | $12,646,936 | 6.24% |
| Hall Private Wealth Advisors | 207,876 | $10,928,041 | 6.21% |
| FinDec Wealth Services, Inc. | 129,539 | $6,809,843 | 5.63% |
| Safeguard Investment Advisory Group, LLC | 130,804 | $6,877,445 | 4.24% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 171,433 | $9,012 | 3.92% |
| RPg Family Wealth Advisory, LLC | 96,861 | $5,091,983 | 3.49% |
| Flaharty Asset Management, LLC | 344,242 | $18,096,825 | 3.39% |
| Madden Advisory Services, Inc. | 84,630 | $4,449,021 | 3.33% |