ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 63 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $266,000 | -83.2% | 1,759 | -86.4% | 0.01% | -84.4% |
| Q1 2016 | $1,583,000 | -39.1% | 12,923 | -44.7% | 0.04% | +4.7% |
| Q3 2015 | $2,601,000 | +147.0% | 23,373 | +165.7% | 0.04% | +126.3% |
| Q2 2015 | $1,053,000 | -9.1% | 8,798 | -14.1% | 0.02% | 0.0% |
| Q4 2014 | $1,159,000 | -16.1% | 10,244 | -24.3% | 0.02% | -9.5% |
| Q2 2014 | $1,381,000 | +195.1% | 13,537 | +185.7% | 0.02% | +250.0% |
| Q1 2014 | $468,000 | +34.5% | 4,738 | +26.4% | 0.01% | +50.0% |
| Q4 2013 | $348,000 | -66.8% | 3,747 | -69.7% | 0.00% | -69.2% |
| Q3 2013 | $1,049,000 | – | 12,382 | – | 0.01% | – |
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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% |