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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $212,628 | -91.5% | 3,766 | -91.9% | 0.10% | -92.1% |
| Q1 2023 | $2,506,735 | +16.4% | 46,472 | +13.5% | 1.29% | +4.6% |
| Q4 2022 | $2,152,764 | +12.8% | 40,950 | +1.2% | 1.23% | -8.9% |
| Q3 2022 | $1,909,000 | -4.7% | 40,467 | +1.9% | 1.35% | -6.3% |
| Q2 2022 | $2,003,000 | -14.1% | 39,719 | +3.8% | 1.44% | +0.7% |
| Q1 2022 | $2,333,000 | -0.3% | 38,274 | +7.7% | 1.43% | -7.6% |
| Q4 2021 | $2,340,000 | – | 35,528 | – | 1.55% | – |
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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% |