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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,749,678 | -8.1% | 36,076 | +7.0% | 1.06% | -13.1% |
| Q2 2023 | $1,903,433 | +5.6% | 33,715 | +1.0% | 1.22% | -8.9% |
| Q1 2023 | $1,802,352 | +3.5% | 33,389 | +0.8% | 1.34% | -14.1% |
| Q4 2022 | $1,741,119 | -4.3% | 33,120 | -14.1% | 1.56% | -1.9% |
| Q3 2022 | $1,820,000 | -32.9% | 38,576 | -28.3% | 1.59% | -28.8% |
| Q2 2022 | $2,713,000 | -15.8% | 53,784 | +1.8% | 2.23% | +11.0% |
| Q1 2022 | $3,221,000 | -10.3% | 52,833 | -3.1% | 2.00% | +7.2% |
| Q4 2021 | $3,589,000 | +193.2% | 54,510 | +179.7% | 1.87% | +143.3% |
| Q3 2021 | $1,224,000 | -58.8% | 19,489 | +114.8% | 0.77% | -67.2% |
| Q4 2020 | $2,969,000 | +20.9% | 9,072 | +10.7% | 2.34% | 0.0% |
| Q3 2020 | $2,455,000 | +31.5% | 8,192 | +16.1% | 2.34% | +23.8% |
| Q2 2020 | $1,867,000 | – | 7,053 | – | 1.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| J Arnold Wealth Management Co | 510,084 | $24,739,436 | 10.01% |
| CUMBERLAND ADVISORS INC | 267,629 | $12,980,006 | 5.76% |
| FinDec Wealth Services, Inc. | 129,114 | $6,262,026 | 4.52% |
| Concorde Asset Management, LLC | 86,834 | $4,211,451 | 3.79% |
| Hall Private Wealth Advisors | 111,453 | $5,405,471 | 3.63% |
| Hamilton Wealth, LLC | 181,802 | $8,817,397 | 3.16% |
| Flaharty Asset Management, LLC | 376,497 | $18,260,268 | 3.06% |
| Somerset Group LLC | 65,292 | $3,166,662 | 2.98% |
| Stelac Advisory Services LLC | 105,891 | $5,135,714 | 2.80% |
| SFI Advisors, LLC | 58,646 | $2,844,331 | 2.78% |