ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $671,531 | -14.1% | 13,846 | 0.0% | 0.78% | -10.7% |
| Q2 2023 | $781,745 | +4.6% | 13,846 | 0.0% | 0.87% | -7.5% |
| Q1 2023 | $747,407 | +2.7% | 13,846 | 0.0% | 0.94% | -5.7% |
| Q4 2022 | $727,884 | +8.3% | 13,846 | 0.0% | 1.00% | +1.5% |
| Q3 2022 | $672,000 | -10.0% | 13,846 | -0.4% | 0.98% | +5.8% |
| Q2 2022 | $747,000 | -3.2% | 13,896 | 0.0% | 0.93% | -0.6% |
| Q1 2022 | $772,000 | -15.6% | 13,896 | 0.0% | 0.93% | +2.8% |
| Q4 2021 | $915,000 | – | 13,896 | – | 0.91% | – |
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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% |