ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,555 | -14.4% | 9,125 | -0.3% | 0.05% | -13.8% |
| Q2 2023 | $516,821 | +12.4% | 9,154 | +7.4% | 0.06% | +5.5% |
| Q1 2023 | $459,990 | +0.5% | 8,521 | -2.2% | 0.06% | -3.5% |
| Q4 2022 | $457,854 | +24.1% | 8,709 | +11.3% | 0.06% | +11.8% |
| Q3 2022 | $369,000 | -7.3% | 7,823 | -0.8% | 0.05% | -3.8% |
| Q2 2022 | $398,000 | -12.9% | 7,883 | +5.2% | 0.05% | -3.6% |
| Q1 2022 | $457,000 | -8.6% | 7,496 | -1.3% | 0.06% | -8.3% |
| Q4 2021 | $500,000 | +4.6% | 7,595 | -0.3% | 0.06% | -1.6% |
| Q3 2021 | $478,000 | +23.2% | 7,617 | +607.9% | 0.06% | +19.6% |
| Q2 2021 | $388,000 | +9.9% | 1,076 | +0.7% | 0.05% | -1.9% |
| Q1 2021 | $353,000 | +5.7% | 1,069 | +4.8% | 0.05% | -1.9% |
| Q4 2020 | $334,000 | +9.5% | 1,020 | +0.1% | 0.05% | -1.9% |
| Q3 2020 | $305,000 | +17.3% | 1,019 | +3.7% | 0.05% | +10.2% |
| Q2 2020 | $260,000 | +19.3% | 983 | +1.5% | 0.05% | +4.3% |
| Q1 2020 | $218,000 | -11.7% | 968 | +3.8% | 0.05% | +4.4% |
| Q4 2019 | $247,000 | +7.4% | 933 | +0.2% | 0.04% | -2.2% |
| Q3 2019 | $230,000 | +0.4% | 931 | -2.1% | 0.05% | -2.1% |
| Q2 2019 | $229,000 | +4.1% | 951 | +0.1% | 0.05% | -16.1% |
| Q1 2019 | $220,000 | +15.2% | 950 | -0.5% | 0.06% | +7.7% |
| Q4 2018 | $191,000 | 0.0% | 955 | +14.0% | 0.05% | +2.0% |
| Q3 2018 | $191,000 | +10.4% | 838 | -3.0% | 0.05% | +2.0% |
| Q2 2018 | $173,000 | +27.2% | 864 | +14.7% | 0.05% | +22.0% |
| Q1 2018 | $136,000 | +0.7% | 753 | +1.2% | 0.04% | -6.8% |
| Q4 2017 | $135,000 | +16.4% | 744 | +8.3% | 0.04% | +12.8% |
| Q3 2017 | $116,000 | +17.2% | 687 | +14.7% | 0.04% | +2.6% |
| Q2 2017 | $99,000 | – | 599 | – | 0.04% | – |
Download | ||||||
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% |