ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 485 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 6.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,008,000 | -3.5% | 16,049 | +454.2% | 0.20% | -9.3% |
| Q2 2021 | $1,045,000 | -32.0% | 2,896 | -37.7% | 0.22% | -33.8% |
| Q1 2021 | $1,536,000 | +5.3% | 4,649 | -4.4% | 0.34% | -16.7% |
| Q3 2020 | $1,458,000 | +22.8% | 4,865 | +8.5% | 0.41% | +12.4% |
| Q2 2020 | $1,187,000 | +166.1% | 4,484 | +165.8% | 0.36% | +185.8% |
| Q4 2019 | $446,000 | – | 1,687 | – | 0.13% | – |
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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% |