ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 528 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.64 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $56,294 | -4.6% | 1,020 | 0.0% | 0.04% | -6.4% |
| Q1 2024 | $59,017 | +7.2% | 1,020 | 0.0% | 0.05% | +4.4% |
| Q4 2023 | $55,049 | -43.9% | 1,020 | -49.6% | 0.04% | -45.8% |
| Q3 2023 | $98,067 | -35.4% | 2,022 | -24.8% | 0.08% | -32.0% |
| Q2 2023 | $151,764 | +4.6% | 2,688 | 0.0% | 0.12% | +0.8% |
| Q1 2023 | $145,098 | +2.7% | 2,688 | 0.0% | 0.12% | 0.0% |
| Q4 2022 | $141,308 | +12.1% | 2,688 | 0.0% | 0.12% | +5.2% |
| Q3 2022 | $126,000 | -6.7% | 2,688 | 0.0% | 0.12% | -0.9% |
| Q2 2022 | $135,000 | -18.2% | 2,688 | 0.0% | 0.12% | -13.4% |
| Q1 2022 | $165,000 | -6.8% | 2,688 | 0.0% | 0.13% | -6.9% |
| Q4 2021 | $177,000 | – | 2,688 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 267,334 | $15,093,678 | 6.90% |
| Hall Private Wealth Advisors | 192,396 | $10,862,678 | 5.87% |
| FinDec Wealth Services, Inc. | 129,241 | $7,296,955 | 5.10% |
| Concorde Asset Management, LLC | 91,072 | $5,141,938 | 4.74% |
| CPR Investments Inc. | 79,863 | $4,509,065 | 4.33% |
| Flaharty Asset Management, LLC | 355,128 | $20,050,557 | 3.43% |
| Madden Advisory Services, Inc. | 89,528 | $5,054,753 | 3.27% |
| Somerset Group LLC | 68,894 | $3,889,755 | 3.25% |
| SFI Advisors, LLC | 60,242 | $3,401,263 | 3.23% |
| Stonebridge Financial Planning Group, LLC | 90,664 | $5,118,888 | 3.12% |