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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $29,223 | -7.7% | 603 | 0.0% | 0.01% | -16.7% |
Q4 2022 | $31,675 | +13.1% | 603 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $28,000 | -6.7% | 603 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $30,000 | -18.9% | 603 | 0.0% | 0.01% | -14.3% |
Q1 2022 | $37,000 | +270.0% | 603 | +302.0% | 0.01% | +250.0% |
Q4 2021 | $10,000 | -78.7% | 150 | -80.1% | 0.00% | -80.0% |
Q3 2021 | $47,000 | +4.4% | 753 | +497.6% | 0.01% | +11.1% |
Q2 2021 | $45,000 | +9.8% | 126 | +0.8% | 0.01% | 0.0% |
Q1 2021 | $41,000 | -37.9% | 125 | -37.5% | 0.01% | +12.5% |
Q4 2020 | $66,000 | +120.0% | 200 | +100.0% | 0.01% | 0.0% |
Q3 2020 | $30,000 | +11.1% | 100 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $27,000 | +17.4% | 100 | 0.0% | 0.01% | -11.1% |
Q1 2020 | $23,000 | -11.5% | 100 | 0.0% | 0.01% | -10.0% |
Q4 2019 | $26,000 | – | 100 | – | 0.01% | – |
Download |
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% |