ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 558 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $206,000 | -28.5% | 4,090 | -13.4% | 0.01% | -25.0% |
| Q1 2022 | $288,000 | -16.5% | 4,724 | -9.8% | 0.02% | -15.8% |
| Q4 2021 | $345,000 | +14.6% | 5,240 | +9.3% | 0.02% | -5.0% |
| Q3 2021 | $301,000 | +19.9% | 4,795 | +588.9% | 0.02% | +11.1% |
| Q2 2021 | $251,000 | -19.8% | 696 | -26.5% | 0.02% | -35.7% |
| Q1 2021 | $313,000 | +14.7% | 947 | +13.7% | 0.03% | -9.7% |
| Q4 2020 | $273,000 | +7.5% | 833 | -13.2% | 0.03% | -20.5% |
| Q2 2020 | $254,000 | -33.3% | 960 | -39.3% | 0.04% | -40.0% |
| Q2 2019 | $381,000 | 0.0% | 1,581 | -4.0% | 0.06% | -4.4% |
| Q1 2019 | $381,000 | – | 1,647 | – | 0.07% | – |
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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% |