ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 381 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 4.68 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $609,776 | -27.1% | 12,573 | -15.2% | 0.06% | -27.7% |
| Q2 2023 | $836,597 | +4.4% | 14,818 | -0.2% | 0.08% | -12.6% |
| Q1 2023 | $801,392 | +3.7% | 14,846 | +1.0% | 0.10% | +3.3% |
| Q4 2022 | $772,655 | +2046.3% | 14,698 | +1813.8% | 0.09% | +1740.0% |
| Q3 2022 | $36,000 | -7.7% | 768 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $39,000 | -17.0% | 768 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $47,000 | -7.8% | 768 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $51,000 | +6.2% | 768 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $48,000 | +71.4% | 768 | +884.6% | 0.01% | +50.0% |
| Q2 2021 | $28,000 | +7.7% | 78 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $26,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $26,000 | +13.0% | 78 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $23,000 | -61.7% | 78 | -65.8% | 0.00% | -66.7% |
| Q2 2020 | $60,000 | +20.0% | 228 | +3.6% | 0.01% | 0.0% |
| Q1 2020 | $50,000 | +4.2% | 220 | +22.2% | 0.01% | -7.7% |
| Q4 2019 | $48,000 | +6.7% | 180 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $45,000 | +2.3% | 180 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $44,000 | -50.0% | 180 | -52.6% | 0.01% | -60.6% |
| Q1 2019 | $88,000 | +25.7% | 380 | +8.6% | 0.03% | +10.0% |
| Q4 2018 | $70,000 | – | 350 | – | 0.03% | – |
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% |