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 | $509,498 | -33.7% | 10,505 | -22.8% | 0.03% | -29.8% |
| Q2 2023 | $768,092 | +50.9% | 13,604 | +44.2% | 0.05% | +42.4% |
| Q1 2023 | $509,152 | +5.6% | 9,432 | +2.8% | 0.03% | -2.9% |
| Q4 2022 | $482,227 | +107300.2% | 9,173 | -3.6% | 0.03% | -2.9% |
| Q3 2022 | $449 | -10.6% | 9,511 | -4.5% | 0.04% | -12.5% |
| Q2 2022 | $502 | -33.9% | 9,959 | -20.1% | 0.04% | -21.6% |
| Q1 2022 | $760 | +26.2% | 12,467 | +36.3% | 0.05% | +8.5% |
| Q4 2021 | $602 | +23.6% | 9,146 | +17.9% | 0.05% | -2.1% |
| Q3 2021 | $487 | +62.9% | 7,756 | +836.7% | 0.05% | +33.3% |
| Q2 2021 | $299 | +15.9% | 828 | +5.9% | 0.04% | -10.0% |
| Q1 2021 | $258 | +24.0% | 782 | +23.0% | 0.04% | -2.4% |
| Q4 2020 | $208 | -100.0% | 636 | -80.7% | 0.04% | -85.4% |
| Q1 2019 | $763,000 | +20.0% | 3,297 | +3.5% | 0.28% | -24.3% |
| Q4 2018 | $636,000 | – | 3,185 | – | 0.37% | – |
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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% |