ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 298 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 4.64 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,481,000 | +9.2% | 7,580 | 0.0% | 0.18% | -21.0% |
| Q3 2020 | $2,271,000 | +13.2% | 7,580 | 0.0% | 0.23% | -0.4% |
| Q2 2020 | $2,007,000 | -88.2% | 7,580 | 0.0% | 0.23% | -92.0% |
| Q1 2020 | $17,080,000 | +752.3% | 7,580 | 0.0% | 2.92% | +1039.1% |
| Q4 2019 | $2,004,000 | +6.9% | 7,580 | 0.0% | 0.26% | -9.5% |
| Q3 2019 | $1,874,000 | +2.7% | 7,580 | 0.0% | 0.28% | +11.9% |
| Q2 2019 | $1,825,000 | +4.0% | 7,580 | 0.0% | 0.25% | +11.0% |
| Q1 2019 | $1,755,000 | +15.8% | 7,580 | 0.0% | 0.23% | -5.8% |
| Q4 2018 | $1,515,000 | -12.1% | 7,580 | 0.0% | 0.24% | -12.9% |
| Q3 2018 | $1,724,000 | +13.3% | 7,580 | 0.0% | 0.28% | +17.3% |
| Q2 2018 | $1,521,000 | +8.5% | 7,580 | 0.0% | 0.24% | -23.1% |
| Q1 2018 | $1,402,000 | +6.6% | 7,580 | 0.0% | 0.31% | -14.7% |
| Q4 2017 | $1,315,000 | +3.9% | 7,580 | 0.0% | 0.36% | -10.0% |
| Q3 2017 | $1,266,000 | +0.2% | 7,580 | 0.0% | 0.40% | -5.4% |
| Q2 2017 | $1,263,000 | +10.0% | 7,580 | 0.0% | 0.42% | -3.2% |
| Q1 2017 | $1,148,000 | +13.8% | 7,580 | 0.0% | 0.44% | -1.1% |
| Q4 2016 | $1,009,000 | – | 7,580 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 267,334 | $15,093,678 | 6.90% |
| Hall Private Wealth Advisors | 192,396 | $10,862,678 | 5.87% |
| FinDec Wealth Services, Inc. | 129,241 | $7,296,955 | 5.10% |
| Concorde Asset Management, LLC | 91,072 | $5,141,938 | 4.74% |
| CPR Investments Inc. | 79,863 | $4,509,065 | 4.33% |
| Flaharty Asset Management, LLC | 355,128 | $20,050,557 | 3.43% |
| Madden Advisory Services, Inc. | 89,528 | $5,054,753 | 3.27% |
| Somerset Group LLC | 68,894 | $3,889,755 | 3.25% |
| SFI Advisors, LLC | 60,242 | $3,401,263 | 3.23% |
| Stonebridge Financial Planning Group, LLC | 90,664 | $5,118,888 | 3.12% |