ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $426,391 | -10.9% | 8,907 | +3.7% | 0.11% | -7.6% |
| Q2 2023 | $478,364 | -0.2% | 8,591 | +1.8% | 0.12% | -5.6% |
| Q1 2023 | $479,152 | +5.8% | 8,440 | +0.9% | 0.13% | +3.3% |
| Q4 2022 | $453,012 | +0.4% | 8,367 | -6.7% | 0.12% | -12.2% |
| Q3 2022 | $451,000 | -13.9% | 8,967 | -8.1% | 0.14% | -8.6% |
| Q2 2022 | $524,000 | +2.9% | 9,753 | +7.9% | 0.15% | +12.6% |
| Q1 2022 | $509,000 | -0.8% | 9,042 | +9.6% | 0.14% | 0.0% |
| Q4 2021 | $513,000 | +20.1% | 8,248 | +21.7% | 0.14% | +15.4% |
| Q3 2021 | $427,000 | -16.1% | 6,777 | -17.7% | 0.12% | -19.9% |
| Q2 2021 | $509,000 | -73.5% | 8,239 | +43.8% | 0.15% | -76.6% |
| Q1 2021 | $1,919,000 | +6.8% | 5,731 | +9.0% | 0.62% | +2.1% |
| Q4 2020 | $1,796,000 | -8.1% | 5,257 | -19.0% | 0.61% | -22.1% |
| Q3 2020 | $1,954,000 | +7.8% | 6,493 | +4.2% | 0.78% | +7.4% |
| Q2 2020 | $1,812,000 | +34.8% | 6,232 | +18.0% | 0.73% | +8.6% |
| Q1 2020 | $1,344,000 | – | 5,280 | – | 0.67% | – |
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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% |