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 | $897,285 | -13.2% | 18,501 | +1.0% | 0.10% | -11.9% |
| Q2 2023 | $1,033,710 | +8.0% | 18,309 | +3.2% | 0.12% | +6.3% |
| Q1 2023 | $957,460 | +18.1% | 17,737 | +15.0% | 0.11% | +18.1% |
| Q4 2022 | $810,481 | +33.5% | 15,417 | +19.9% | 0.09% | +22.1% |
| Q3 2022 | $607,000 | +4.8% | 12,860 | +12.0% | 0.08% | +10.0% |
| Q2 2022 | $579,000 | +13.3% | 11,484 | +36.9% | 0.07% | +27.3% |
| Q1 2022 | $511,000 | +94.3% | 8,390 | +110.0% | 0.06% | +111.5% |
| Q4 2021 | $263,000 | +22.9% | 3,995 | +17.2% | 0.03% | -39.5% |
| Q3 2021 | $214,000 | – | 3,410 | – | 0.04% | – |
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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% |