ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 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 ↓ |
|---|---|---|---|
| J Arnold Wealth Management Co | 510,084 | $24,739,436 | 10.01% |
| CUMBERLAND ADVISORS INC | 267,629 | $12,980,006 | 5.76% |
| FinDec Wealth Services, Inc. | 129,114 | $6,262,026 | 4.52% |
| Concorde Asset Management, LLC | 86,834 | $4,211,451 | 3.79% |
| Hall Private Wealth Advisors | 111,453 | $5,405,471 | 3.63% |
| Hamilton Wealth, LLC | 181,802 | $8,817,397 | 3.16% |
| Flaharty Asset Management, LLC | 376,497 | $18,260,268 | 3.06% |
| Somerset Group LLC | 65,292 | $3,166,662 | 2.98% |
| Stelac Advisory Services LLC | 105,891 | $5,135,714 | 2.80% |
| SFI Advisors, LLC | 58,646 | $2,844,331 | 2.78% |