ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $405,383 | +4.6% | 7,180 | 0.0% | 0.19% | +6.6% |
| Q1 2023 | $387,576 | +2.7% | 7,180 | 0.0% | 0.18% | 0.0% |
| Q4 2022 | $377,453 | +11.3% | 7,180 | 0.0% | 0.18% | +6.4% |
| Q3 2022 | $339,000 | -6.4% | 7,180 | 0.0% | 0.17% | 0.0% |
| Q2 2022 | $362,000 | -17.4% | 7,180 | 0.0% | 0.17% | 0.0% |
| Q1 2022 | $438,000 | +29.6% | 7,180 | +40.0% | 0.17% | +29.5% |
| Q4 2021 | $338,000 | +5.0% | 5,130 | 0.0% | 0.13% | -9.0% |
| Q3 2021 | $322,000 | +4.2% | 5,130 | +500.0% | 0.14% | +4.3% |
| Q2 2021 | $309,000 | +9.6% | 855 | 0.0% | 0.14% | -4.1% |
| Q1 2021 | $282,000 | +0.7% | 855 | 0.0% | 0.14% | -8.2% |
| Q4 2020 | $280,000 | +9.4% | 855 | 0.0% | 0.16% | -3.1% |
| Q3 2020 | $256,000 | – | 855 | – | 0.16% | – |
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% |