ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $247,350 | -12.3% | 5,100 | 0.0% | 0.03% | -8.8% |
| Q2 2023 | $282,132 | +2.5% | 5,100 | 0.0% | 0.03% | -2.9% |
| Q1 2023 | $275,298 | +2.7% | 5,100 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $268,000 | +11.2% | 5,100 | 0.0% | 0.04% | +9.4% |
| Q3 2022 | $241,000 | -6.2% | 5,100 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $257,000 | -17.4% | 5,100 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $311,000 | -7.4% | 5,100 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $336,000 | – | 5,100 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 291,204 | $15,308,594 | 6.63% |
| Hobart Private Capital, LLC | 181,847 | $9,559,697 | 6.47% |
| J Arnold Wealth Management Co | 240,573 | $12,646,936 | 6.24% |
| Hall Private Wealth Advisors | 207,876 | $10,928,041 | 6.21% |
| FinDec Wealth Services, Inc. | 129,539 | $6,809,843 | 5.63% |
| Safeguard Investment Advisory Group, LLC | 130,804 | $6,877,445 | 4.24% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 171,433 | $9,012 | 3.92% |
| RPg Family Wealth Advisory, LLC | 96,861 | $5,091,983 | 3.49% |
| Flaharty Asset Management, LLC | 344,242 | $18,096,825 | 3.39% |
| Madden Advisory Services, Inc. | 84,630 | $4,449,021 | 3.33% |