ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 528 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.64 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21,544,242 | +698.2% | 384,444 | +734.8% | 0.33% | +786.5% |
| Q1 2024 | $2,698,956 | +68.5% | 46,054 | +35.9% | 0.04% | +5.7% |
| Q3 2022 | $1,602,000 | -6.3% | 33,900 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $1,710,000 | -17.2% | 33,900 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $2,066,000 | -45.8% | 33,900 | -41.5% | 0.04% | -44.4% |
| Q4 2021 | $3,813,000 | +36.5% | 57,900 | +30.1% | 0.06% | +31.2% |
| Q3 2021 | $2,794,000 | -53.5% | 44,502 | +144.7% | 0.05% | -64.7% |
| Q1 2021 | $6,007,000 | +64.1% | 18,183 | +62.3% | 0.14% | +38.8% |
| Q4 2020 | $3,661,000 | +23.5% | 11,203 | +6.7% | 0.10% | -21.0% |
| Q3 2020 | $2,965,000 | -34.1% | 10,500 | -41.3% | 0.12% | -35.1% |
| Q2 2020 | $4,500,000 | -1.2% | 17,877 | -13.6% | 0.19% | -17.3% |
| Q1 2020 | $4,555,000 | +59.6% | 20,694 | +90.6% | 0.23% | +94.1% |
| Q4 2019 | $2,854,000 | -4.9% | 10,857 | -15.6% | 0.12% | -16.2% |
| Q3 2019 | $3,001,000 | – | 12,864 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 267,334 | $15,093,678 | 6.90% |
| Hall Private Wealth Advisors | 192,396 | $10,862,678 | 5.87% |
| FinDec Wealth Services, Inc. | 129,241 | $7,296,955 | 5.10% |
| Concorde Asset Management, LLC | 91,072 | $5,141,938 | 4.74% |
| CPR Investments Inc. | 79,863 | $4,509,065 | 4.33% |
| Flaharty Asset Management, LLC | 355,128 | $20,050,557 | 3.43% |
| Madden Advisory Services, Inc. | 89,528 | $5,054,753 | 3.27% |
| Somerset Group LLC | 68,894 | $3,889,755 | 3.25% |
| SFI Advisors, LLC | 60,242 | $3,401,263 | 3.23% |
| Stonebridge Financial Planning Group, LLC | 90,664 | $5,118,888 | 3.12% |