ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 544 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $271,406 | +10.7% | 4,807 | +5.8% | 0.12% | +7.9% |
| Q1 2023 | $245,263 | -8.7% | 4,544 | -11.1% | 0.11% | -14.9% |
| Q4 2022 | $268,601 | +7.9% | 5,109 | -3.3% | 0.13% | +0.8% |
| Q3 2022 | $249,000 | -5.3% | 5,286 | +1.4% | 0.13% | +0.8% |
| Q2 2022 | $263,000 | -55.0% | 5,212 | -45.7% | 0.13% | -46.3% |
| Q1 2022 | $585,000 | -5.5% | 9,595 | +2.1% | 0.25% | -0.4% |
| Q4 2021 | $619,000 | +7.5% | 9,395 | +2.5% | 0.25% | +0.4% |
| Q3 2021 | $576,000 | +3.8% | 9,169 | +496.2% | 0.25% | +11.8% |
| Q2 2021 | $555,000 | +7.8% | 1,538 | -1.3% | 0.22% | -3.1% |
| Q1 2021 | $515,000 | +12.0% | 1,559 | +11.0% | 0.23% | +7.1% |
| Q4 2020 | $460,000 | +122.2% | 1,405 | +103.3% | 0.21% | +101.9% |
| Q3 2020 | $207,000 | -85.8% | 691 | -87.5% | 0.10% | -86.7% |
| Q4 2019 | $1,456,000 | -13.6% | 5,507 | -19.3% | 0.79% | -15.8% |
| Q3 2019 | $1,686,000 | +11.3% | 6,820 | +8.4% | 0.94% | +0.1% |
| Q2 2019 | $1,515,000 | -59.0% | 6,294 | -60.6% | 0.94% | -58.0% |
| Q1 2019 | $3,697,000 | +49.0% | 15,968 | +28.6% | 2.23% | +27.8% |
| Q4 2018 | $2,481,000 | -9.1% | 12,419 | +3.5% | 1.74% | +4.1% |
| Q3 2018 | $2,729,000 | – | 11,998 | – | 1.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| J Arnold Wealth Management Co | 510,084 | $24,739,436 | 10.01% |
| CUMBERLAND ADVISORS INC | 267,629 | $12,980,006 | 5.76% |
| FinDec Wealth Services, Inc. | 129,114 | $6,262,026 | 4.52% |
| Concorde Asset Management, LLC | 86,834 | $4,211,451 | 3.79% |
| Hall Private Wealth Advisors | 111,453 | $5,405,471 | 3.63% |
| Hamilton Wealth, LLC | 181,802 | $8,817,397 | 3.16% |
| Flaharty Asset Management, LLC | 376,497 | $18,260,268 | 3.06% |
| Somerset Group LLC | 65,292 | $3,166,662 | 2.98% |
| Stelac Advisory Services LLC | 105,891 | $5,135,714 | 2.80% |
| SFI Advisors, LLC | 58,646 | $2,844,331 | 2.78% |