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 | $2,844,331 | -16.4% | 58,646 | -2.6% | 2.78% | -13.9% |
Q2 2023 | $3,401,263 | +672.2% | 60,242 | +638.3% | 3.23% | +630.5% |
Q1 2023 | $440,477 | -10.5% | 8,160 | -12.9% | 0.44% | -17.4% |
Q4 2022 | $492,266 | -37.2% | 9,364 | -43.7% | 0.54% | -41.3% |
Q3 2022 | $784,000 | -74.8% | 16,619 | -73.0% | 0.91% | -73.5% |
Q2 2022 | $3,106,000 | -17.1% | 61,584 | +0.4% | 3.44% | +50.8% |
Q1 2022 | $3,747,000 | -2.8% | 61,355 | 0.0% | 2.28% | -32.9% |
Q4 2021 | $3,855,000 | – | 61,355 | – | 3.40% | – |
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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% |