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 | $1,774,701 | +6.4% | 36,592 | +23.8% | 0.98% | +3.4% |
| Q2 2023 | $1,668,233 | +1.4% | 29,547 | -4.5% | 0.95% | -8.3% |
| Q1 2023 | $1,644,461 | -2.2% | 30,946 | -3.2% | 1.04% | -5.6% |
| Q4 2022 | $1,681,037 | +2.8% | 31,977 | -7.7% | 1.10% | -0.6% |
| Q3 2022 | $1,635,000 | -10.6% | 34,649 | -4.4% | 1.11% | -12.6% |
| Q2 2022 | $1,828,000 | -19.3% | 36,246 | -2.5% | 1.27% | -7.4% |
| Q1 2022 | $2,266,000 | +47.4% | 37,166 | +59.2% | 1.37% | +36.6% |
| Q4 2021 | $1,537,000 | – | 23,340 | – | 1.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| J Arnold Wealth Management Co | 510,084 | $24,739,436 | 10.01% |
| CUMBERLAND ADVISORS INC | 267,629 | $12,980,006 | 5.76% |
| FinDec Wealth Services, Inc. | 129,114 | $6,262,026 | 4.52% |
| Concorde Asset Management, LLC | 86,834 | $4,211,451 | 3.79% |
| Hall Private Wealth Advisors | 111,453 | $5,405,471 | 3.63% |
| Hamilton Wealth, LLC | 181,802 | $8,817,397 | 3.16% |
| Flaharty Asset Management, LLC | 376,497 | $18,260,268 | 3.06% |
| Somerset Group LLC | 65,292 | $3,166,662 | 2.98% |
| Stelac Advisory Services LLC | 105,891 | $5,135,714 | 2.80% |
| SFI Advisors, LLC | 58,646 | $2,844,331 | 2.78% |