ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 568 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.43 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $221 | -6.8% | 3,923 | -10.6% | 0.02% | -33.3% |
| Q1 2023 | $237 | -20.7% | 4,389 | -22.7% | 0.03% | -28.6% |
| Q4 2022 | $299 | -99.9% | 5,680 | -1.2% | 0.04% | +7.7% |
| Q3 2022 | $271,000 | -4.2% | 5,748 | +2.4% | 0.04% | -2.5% |
| Q2 2022 | $283,000 | -17.3% | 5,616 | 0.0% | 0.04% | -4.8% |
| Q1 2022 | $342,000 | -21.6% | 5,616 | -15.2% | 0.04% | -16.0% |
| Q4 2021 | $436,000 | +30.9% | 6,623 | +25.0% | 0.05% | +11.1% |
| Q3 2021 | $333,000 | +4.4% | 5,298 | +500.0% | 0.04% | +4.7% |
| Q2 2021 | $319,000 | +17.3% | 883 | +7.3% | 0.04% | +16.2% |
| Q1 2021 | $272,000 | +24.8% | 823 | +23.8% | 0.04% | +15.6% |
| Q4 2020 | $218,000 | +37.1% | 665 | +10.5% | 0.03% | +14.3% |
| Q2 2020 | $159,000 | – | 602 | – | 0.03% | – |
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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% |