ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,220 | -2.0% | 6,169 | +14.1% | 0.05% | +2.1% |
| Q2 2023 | $305,363 | +7.0% | 5,408 | +2.3% | 0.05% | 0.0% |
| Q1 2023 | $285,465 | +3.4% | 5,288 | +0.7% | 0.05% | -2.0% |
| Q4 2022 | $276,060 | +5.8% | 5,251 | -5.1% | 0.05% | -3.9% |
| Q3 2022 | $261,000 | -17.1% | 5,533 | -11.3% | 0.05% | -15.0% |
| Q2 2022 | $315,000 | -18.2% | 6,240 | -1.2% | 0.06% | -6.2% |
| Q1 2022 | $385,000 | -17.7% | 6,316 | -11.2% | 0.06% | -9.9% |
| Q4 2021 | $468,000 | +24.1% | 7,114 | +18.3% | 0.07% | +9.2% |
| Q3 2021 | $377,000 | +45.0% | 6,011 | +662.8% | 0.06% | +32.7% |
| Q1 2021 | $260,000 | +27.5% | 788 | +26.3% | 0.05% | +19.5% |
| Q4 2020 | $204,000 | -27.7% | 624 | -67.9% | 0.04% | -37.9% |
| Q3 2016 | $282,000 | -7.8% | 1,943 | -13.9% | 0.07% | -7.0% |
| Q2 2016 | $306,000 | -45.1% | 2,256 | -50.4% | 0.07% | -39.3% |
| Q1 2016 | $557,000 | +74.6% | 4,550 | +74.5% | 0.12% | +80.0% |
| Q4 2015 | $319,000 | -8.9% | 2,608 | -17.1% | 0.06% | -17.7% |
| Q3 2015 | $350,000 | – | 3,145 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 291,204 | $15,308,594 | 6.63% |
| Hobart Private Capital, LLC | 181,847 | $9,559,697 | 6.47% |
| J Arnold Wealth Management Co | 240,573 | $12,646,936 | 6.24% |
| Hall Private Wealth Advisors | 207,876 | $10,928,041 | 6.21% |
| FinDec Wealth Services, Inc. | 129,539 | $6,809,843 | 5.63% |
| Safeguard Investment Advisory Group, LLC | 130,804 | $6,877,445 | 4.24% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 171,433 | $9,012 | 3.92% |
| RPg Family Wealth Advisory, LLC | 96,861 | $5,091,983 | 3.49% |
| Flaharty Asset Management, LLC | 344,242 | $18,096,825 | 3.39% |
| Madden Advisory Services, Inc. | 84,630 | $4,449,021 | 3.33% |