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 2023 | $305,438 | -8.6% | 6,297 | +6.4% | 0.02% | -5.9% |
| Q2 2023 | $334,133 | +61.1% | 5,918 | +54.0% | 0.02% | +30.8% |
| Q1 2023 | $207,384 | +1.3% | 3,842 | -1.4% | 0.01% | -7.1% |
| Q4 2022 | $204,816 | -4.7% | 3,896 | -8.7% | 0.01% | -12.5% |
| Q2 2022 | $215,000 | -17.3% | 4,269 | +0.0% | 0.02% | -5.9% |
| Q1 2022 | $260,000 | -3.3% | 4,268 | +4.3% | 0.02% | +6.2% |
| Q4 2021 | $269,000 | -52.0% | 4,091 | +138.8% | 0.02% | -86.1% |
| Q4 2020 | $561,000 | +6912.5% | 1,713 | +6244.4% | 0.12% | +5650.0% |
| Q3 2020 | $8,000 | -99.9% | 27 | -15.6% | 0.00% | 0.0% |
| Q1 2020 | $8,139,000 | +51.4% | 32 | +60.0% | 0.00% | +100.0% |
| Q4 2019 | $5,376,000 | +12.4% | 20 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,782,000 | – | 20 | – | 0.00% | – |
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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% |