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 | $89,434 | +337.6% | 1,844 | +409.4% | 0.00% | – |
| Q2 2023 | $20,438 | +47.3% | 362 | +40.9% | 0.00% | – |
| Q1 2023 | $13,873 | -24.4% | 257 | -26.4% | 0.00% | -100.0% |
| Q4 2022 | $18,347 | +14.7% | 349 | +0.3% | 0.00% | – |
| Q3 2022 | $16,000 | +60.0% | 348 | +75.8% | 0.00% | – |
| Q2 2022 | $10,000 | -16.7% | 198 | 0.0% | 0.00% | – |
| Q1 2022 | $12,000 | -7.7% | 198 | 0.0% | 0.00% | – |
| Q4 2021 | $13,000 | +8.3% | 198 | 0.0% | 0.00% | – |
| Q3 2021 | $12,000 | -36.8% | 198 | +273.6% | 0.00% | -100.0% |
| Q2 2021 | $19,000 | +5.6% | 53 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $18,000 | +12.5% | 53 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $16,000 | +6.7% | 53 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $15,000 | +200.0% | 53 | +165.0% | 0.00% | – |
| Q2 2020 | $5,000 | +25.0% | 20 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | -20.0% | 20 | 0.0% | 0.00% | – |
| Q4 2019 | $5,000 | +25.0% | 20 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | – | 20 | – | 0.00% | – |
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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% |