ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,339,583 | -12.8% | 130,713 | +1.5% | 0.30% | -20.4% |
| Q2 2023 | $7,272,529 | +8.1% | 128,809 | +3.3% | 0.38% | -4.3% |
| Q1 2023 | $6,730,477 | +10.2% | 124,685 | +7.3% | 0.39% | -5.5% |
| Q4 2022 | $6,106,866 | +6.8% | 116,166 | -4.2% | 0.42% | -4.4% |
| Q3 2022 | $5,718,000 | -2.1% | 121,199 | +4.7% | 0.44% | -2.7% |
| Q2 2022 | $5,839,000 | -7.3% | 115,761 | +12.0% | 0.45% | +2.1% |
| Q1 2022 | $6,301,000 | -1.1% | 103,368 | +6.8% | 0.44% | -3.5% |
| Q4 2021 | $6,371,000 | +4.9% | 96,752 | -0.0% | 0.46% | -0.4% |
| Q3 2021 | $6,074,000 | +14.3% | 96,755 | +557.5% | 0.46% | +8.6% |
| Q2 2021 | $5,313,000 | +10.1% | 14,715 | +0.8% | 0.42% | -6.0% |
| Q1 2021 | $4,825,000 | +19.8% | 14,604 | +18.6% | 0.45% | +18.8% |
| Q4 2020 | $4,029,000 | +40.3% | 12,310 | +28.5% | 0.38% | +15.6% |
| Q3 2020 | $2,871,000 | +24.4% | 9,583 | +9.9% | 0.33% | +4.5% |
| Q2 2020 | $2,308,000 | +42.8% | 8,718 | +21.6% | 0.31% | +5.8% |
| Q1 2020 | $1,616,000 | +229.8% | 7,171 | +287.0% | 0.30% | +340.3% |
| Q4 2019 | $490,000 | +123.7% | 1,853 | +108.9% | 0.07% | +97.1% |
| Q3 2019 | $219,000 | – | 887 | – | 0.03% | – |
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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% |