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 | $141,078 | -1.2% | 2,909 | +15.1% | 0.06% | 0.0% |
| Q2 2023 | $142,720 | +104841.2% | 2,528 | +0.1% | 0.06% | -4.8% |
| Q1 2023 | $136 | +0.7% | 2,526 | -1.9% | 0.06% | -4.6% |
| Q4 2022 | $135 | -99.9% | 2,575 | +16.4% | 0.06% | -21.7% |
| Q3 2022 | $104,000 | -27.3% | 2,212 | -21.9% | 0.08% | +40.7% |
| Q2 2022 | $143,000 | -16.9% | 2,832 | +0.1% | 0.06% | -10.6% |
| Q1 2022 | $172,000 | -7.5% | 2,829 | 0.0% | 0.07% | -18.5% |
| Q4 2021 | $186,000 | +5.1% | 2,829 | +0.2% | 0.08% | 0.0% |
| Q3 2021 | $177,000 | +0.6% | 2,824 | +479.9% | 0.08% | -4.7% |
| Q2 2021 | $176,000 | +2.9% | 487 | -6.2% | 0.08% | +9.0% |
| Q1 2021 | $171,000 | +1.2% | 519 | 0.0% | 0.08% | 0.0% |
| Q4 2020 | $169,000 | -32.9% | 519 | -38.4% | 0.08% | -44.7% |
| Q3 2020 | $252,000 | +49.1% | 842 | +32.2% | 0.14% | +34.3% |
| Q2 2020 | $169,000 | +2314.3% | 637 | +2175.0% | 0.10% | +2000.0% |
| Q4 2019 | $7,000 | – | 28 | – | 0.01% | – |
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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% |