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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,097 | -99.9% | 19,436 | +1.4% | 0.31% | -7.3% |
| Q1 2023 | $1,034,959 | +53358.6% | 19,173 | -47.9% | 0.33% | +0.3% |
| Q4 2022 | $1,936 | -99.8% | 36,812 | +93.7% | 0.33% | +5.1% |
| Q3 2022 | $897,000 | -43.2% | 19,007 | -39.3% | 0.31% | -39.3% |
| Q2 2022 | $1,580,000 | -16.4% | 31,324 | +1.0% | 0.52% | +1.6% |
| Q1 2022 | $1,891,000 | -10.3% | 31,022 | -3.0% | 0.51% | -2.5% |
| Q4 2021 | $2,107,000 | -1.4% | 31,996 | -6.0% | 0.52% | -8.1% |
| Q3 2021 | $2,136,000 | +6.6% | 34,027 | +512.9% | 0.57% | +17.8% |
| Q2 2021 | $2,004,000 | +10.0% | 5,552 | +0.7% | 0.48% | -8.5% |
| Q1 2021 | $1,822,000 | +76.6% | 5,515 | +74.9% | 0.53% | +75.1% |
| Q4 2020 | $1,032,000 | +8.3% | 3,153 | -0.9% | 0.30% | -6.2% |
| Q3 2020 | $953,000 | +10.3% | 3,181 | -2.5% | 0.32% | -2.1% |
| Q2 2020 | $864,000 | +22.4% | 3,263 | +4.1% | 0.33% | -10.1% |
| Q1 2020 | $706,000 | -11.4% | 3,135 | +4.0% | 0.36% | -5.7% |
| Q4 2019 | $797,000 | – | 3,014 | – | 0.39% | – |
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% |