ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,095,833 | -15.3% | 66,735 | +3.8% | 0.21% | -16.9% |
| Q2 2023 | $3,654,462 | +9.6% | 64,294 | +4.1% | 0.26% | +2.8% |
| Q1 2023 | $3,333,197 | +9.7% | 61,749 | +7.1% | 0.25% | +2.5% |
| Q4 2022 | $3,039,052 | +38.4% | 57,652 | +23.9% | 0.24% | -15.4% |
| Q3 2022 | $2,196,000 | -3.7% | 46,536 | +2.9% | 0.29% | +13.9% |
| Q2 2022 | $2,280,000 | -14.2% | 45,208 | +3.7% | 0.25% | -11.3% |
| Q1 2022 | $2,658,000 | -2.9% | 43,605 | +4.9% | 0.28% | -2.4% |
| Q4 2021 | $2,737,000 | +9.2% | 41,563 | +4.1% | 0.29% | +3.9% |
| Q3 2021 | $2,506,000 | +8.3% | 39,915 | +522.5% | 0.28% | +9.8% |
| Q2 2021 | $2,315,000 | -23.2% | 6,412 | -29.7% | 0.25% | -43.4% |
| Q1 2021 | $3,013,000 | +0.9% | 9,121 | -0.0% | 0.45% | -15.4% |
| Q4 2020 | $2,986,000 | 0.0% | 9,122 | -8.5% | 0.53% | -15.0% |
| Q3 2020 | $2,986,000 | +5.9% | 9,967 | +2.2% | 0.62% | +3.3% |
| Q2 2020 | $2,820,000 | +35.3% | 9,754 | +19.6% | 0.60% | +9.4% |
| Q1 2020 | $2,085,000 | -7.0% | 8,157 | -0.5% | 0.55% | +4.9% |
| Q4 2019 | $2,243,000 | +33.4% | 8,196 | +20.5% | 0.53% | -52.9% |
| Q3 2019 | $1,682,000 | +81.8% | 6,804 | +77.0% | 1.12% | +57.1% |
| Q2 2019 | $925,000 | – | 3,844 | – | 0.71% | – |
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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% |