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 | $153,988 | +3.5% | 3,175 | +20.5% | 0.02% | 0.0% |
| Q2 2023 | $148,772 | +10.0% | 2,635 | +5.2% | 0.02% | 0.0% |
| Q1 2023 | $135,220 | +3.4% | 2,505 | +0.7% | 0.02% | -6.2% |
| Q4 2022 | $130,742 | +9.0% | 2,487 | -2.4% | 0.02% | -5.9% |
| Q3 2022 | $120,000 | +5900.0% | 2,547 | +5319.1% | 0.02% | – |
| Q2 2022 | $2,000 | -66.7% | 47 | +113.6% | 0.00% | -100.0% |
| Q2 2020 | $6,000 | +20.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | – | 22 | – | 0.00% | – |
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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% |