ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $818,073 | -25.5% | 16,867 | -13.2% | 0.46% | -28.0% |
| Q2 2023 | $1,097,367 | +2.8% | 19,436 | -1.8% | 0.63% | -2.3% |
| Q1 2023 | $1,067,990 | +2.6% | 19,785 | -0.1% | 0.65% | -4.6% |
| Q4 2022 | $1,040,766 | +9.9% | 19,798 | -1.4% | 0.68% | -0.9% |
| Q3 2022 | $947,000 | -5.0% | 20,079 | +1.5% | 0.68% | +0.7% |
| Q2 2022 | $997,000 | -17.8% | 19,773 | -0.6% | 0.68% | -0.9% |
| Q1 2022 | $1,213,000 | -7.4% | 19,901 | 0.0% | 0.69% | +7.5% |
| Q4 2021 | $1,310,000 | – | 19,901 | – | 0.64% | – |
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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% |