ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,546,681 | +108.9% | 192,789 | +135.8% | 2.03% | +116.6% |
| Q2 2023 | $4,570,187 | +5.2% | 81,754 | 0.0% | 0.94% | -5.3% |
| Q1 2023 | $4,344,408 | +1.8% | 81,754 | +1.5% | 0.99% | 0.0% |
| Q4 2022 | $4,267,589 | +10.7% | 80,528 | 0.0% | 0.99% | +11.2% |
| Q3 2022 | $3,855,000 | -4.3% | 80,528 | 0.0% | 0.89% | +1.1% |
| Q2 2022 | $4,027,000 | -43.9% | 80,528 | -32.2% | 0.88% | -30.6% |
| Q1 2022 | $7,182,000 | -8.1% | 118,699 | 0.0% | 1.27% | -1.9% |
| Q4 2021 | $7,816,000 | +4.9% | 118,699 | 0.0% | 1.30% | -4.8% |
| Q3 2021 | $7,452,000 | +52.8% | 118,699 | +778.8% | 1.36% | +57.9% |
| Q2 2021 | $4,877,000 | +110.1% | 13,507 | +92.3% | 0.86% | +78.5% |
| Q1 2021 | $2,321,000 | +1.0% | 7,024 | 0.0% | 0.48% | -5.5% |
| Q4 2020 | $2,299,000 | +19.9% | 7,024 | +9.8% | 0.51% | -22.5% |
| Q3 2020 | $1,917,000 | +13.2% | 6,398 | 0.0% | 0.66% | -5.0% |
| Q2 2020 | $1,694,000 | – | 6,398 | – | 0.69% | – |
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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% |