ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 544 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $842,784 | -14.3% | 17,377 | -0.2% | 0.52% | -12.8% |
| Q2 2023 | $982,912 | +3.3% | 17,409 | -1.2% | 0.60% | -11.4% |
| Q1 2023 | $951,182 | -0.5% | 17,621 | -3.1% | 0.67% | -19.3% |
| Q4 2022 | $956,091 | +12.5% | 18,187 | +0.9% | 0.83% | +23.6% |
| Q3 2022 | $850,000 | -6.5% | 18,019 | -0.0% | 0.68% | -12.1% |
| Q2 2022 | $909,000 | -17.3% | 18,020 | -0.1% | 0.77% | +12.1% |
| Q1 2022 | $1,099,000 | -15.8% | 18,030 | -9.0% | 0.68% | -2.1% |
| Q4 2021 | $1,305,000 | +3.2% | 19,824 | -1.6% | 0.70% | -1.5% |
| Q3 2021 | $1,265,000 | +3.9% | 20,151 | +497.4% | 0.71% | +6.0% |
| Q2 2021 | $1,218,000 | +9.1% | 3,373 | -0.1% | 0.67% | -6.2% |
| Q1 2021 | $1,116,000 | -3.0% | 3,378 | -3.8% | 0.72% | -2.9% |
| Q4 2020 | $1,150,000 | – | 3,513 | – | 0.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 291,204 | $15,308,594 | 6.63% |
| Hobart Private Capital, LLC | 181,847 | $9,559,697 | 6.47% |
| J Arnold Wealth Management Co | 240,573 | $12,646,936 | 6.24% |
| Hall Private Wealth Advisors | 207,876 | $10,928,041 | 6.21% |
| FinDec Wealth Services, Inc. | 129,539 | $6,809,843 | 5.63% |
| Safeguard Investment Advisory Group, LLC | 130,804 | $6,877,445 | 4.24% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 171,433 | $9,012 | 3.92% |
| RPg Family Wealth Advisory, LLC | 96,861 | $5,091,983 | 3.49% |
| Flaharty Asset Management, LLC | 344,242 | $18,096,825 | 3.39% |
| Madden Advisory Services, Inc. | 84,630 | $4,449,021 | 3.33% |