ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 461 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 6.10 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $18,260,268 | -8.9% | 376,497 | +6.0% | 3.06% | -11.0% |
Q2 2023 | $20,050,557 | +5.9% | 355,128 | +1.3% | 3.43% | +1.6% |
Q1 2023 | $18,932,594 | +4.6% | 350,733 | +1.9% | 3.38% | -0.2% |
Q4 2022 | $18,096,825 | +1.3% | 344,242 | -9.1% | 3.39% | -7.9% |
Q3 2022 | $17,868,000 | -1.4% | 378,713 | +5.4% | 3.68% | -0.2% |
Q2 2022 | $18,123,000 | -22.5% | 359,306 | -6.4% | 3.68% | -14.2% |
Q1 2022 | $23,395,000 | +3.5% | 383,780 | +11.8% | 4.30% | +3.3% |
Q4 2021 | $22,598,000 | +14.4% | 343,176 | +9.0% | 4.16% | +2.0% |
Q3 2021 | $19,762,000 | +9.8% | 314,784 | +531.5% | 4.08% | +6.0% |
Q2 2021 | $17,997,000 | +16.7% | 49,846 | +6.8% | 3.85% | +8.1% |
Q1 2021 | $15,419,000 | +7.8% | 46,674 | +6.8% | 3.56% | -0.3% |
Q4 2020 | $14,302,000 | +9.5% | 43,696 | +0.2% | 3.57% | -13.2% |
Q3 2020 | $13,067,000 | +22.9% | 43,613 | +8.6% | 4.12% | +10.3% |
Q2 2020 | $10,633,000 | +28.2% | 40,159 | +9.1% | 3.73% | -2.4% |
Q1 2020 | $8,295,000 | – | 36,813 | – | 3.82% | – |
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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% |