ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 83 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $10,000 | -71.4% | 55 | -72.5% | 0.01% | -66.7% |
| Q4 2017 | $35,000 | +6.1% | 200 | 0.0% | 0.02% | +5.9% |
| Q3 2017 | $33,000 | 0.0% | 200 | 0.0% | 0.02% | -10.5% |
| Q2 2017 | $33,000 | +10.0% | 200 | 0.0% | 0.02% | +11.8% |
| Q1 2017 | $30,000 | +11.1% | 200 | 0.0% | 0.02% | +6.2% |
| Q4 2016 | $27,000 | -6.9% | 200 | 0.0% | 0.02% | -11.1% |
| Q3 2016 | $29,000 | -61.3% | 200 | -63.6% | 0.02% | -63.3% |
| Q2 2016 | $75,000 | -21.1% | 550 | -29.0% | 0.05% | -25.8% |
| Q1 2016 | $95,000 | -58.0% | 775 | -58.1% | 0.07% | -18.5% |
| Q4 2015 | $226,000 | +119.4% | 1,850 | +100.0% | 0.08% | -3.6% |
| Q3 2015 | $103,000 | -7.2% | 925 | 0.0% | 0.08% | 0.0% |
| Q2 2015 | $111,000 | 0.0% | 925 | 0.0% | 0.08% | +9.1% |
| Q1 2015 | $111,000 | +5.7% | 925 | 0.0% | 0.08% | +4.1% |
| Q4 2014 | $105,000 | +14.1% | 925 | 0.0% | 0.07% | +2.8% |
| Q3 2014 | $92,000 | -2.1% | 925 | 0.0% | 0.07% | -2.7% |
| Q2 2014 | $94,000 | +3.3% | 925 | 0.0% | 0.07% | +2.8% |
| Q1 2014 | $91,000 | +26.4% | 925 | +19.4% | 0.07% | +20.0% |
| Q4 2013 | $72,000 | – | 775 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hall Private Wealth Advisors | 216,108 | $10,196,000 | 5.87% |
| CUMBERLAND ADVISORS INC | 308,050 | $14,534,000 | 5.79% |
| Crumly & Associates Inc. | 241,605 | $11,399,000 | 4.70% |
| Ulrich Consultants & Investment Group, LLC | 115,045 | $5,428,000 | 4.19% |
| Safeguard Investment Advisory Group, LLC | 124,770 | $5,886,000 | 4.03% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 172,499 | $8,138,000 | 3.87% |
| Flaharty Asset Management, LLC | 378,713 | $17,868,000 | 3.68% |
| Madden Advisory Services, Inc. | 81,074 | $3,825,000 | 3.06% |
| Ahrens Investment Partners LLC | 121,933 | $5,753,000 | 3.03% |
| Stonebridge Financial Planning Group, LLC | 91,759 | $4,329,000 | 3.03% |