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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $411,093 | -13.0% | 8,476 | +1.3% | 0.24% | -7.5% |
| Q2 2023 | $472,465 | +8.5% | 8,368 | +3.8% | 0.26% | -1.5% |
| Q1 2023 | $435,355 | +4.1% | 8,065 | +1.4% | 0.26% | 0.0% |
| Q4 2022 | $418,305 | +12.1% | 7,957 | +0.5% | 0.26% | -5.1% |
| Q3 2022 | $373,000 | -4.8% | 7,916 | +1.7% | 0.27% | -8.7% |
| Q2 2022 | $392,000 | -4.6% | 7,780 | +15.3% | 0.30% | +7.9% |
| Q1 2022 | $411,000 | +4.3% | 6,746 | +12.8% | 0.28% | +3.7% |
| Q4 2021 | $394,000 | – | 5,982 | – | 0.27% | – |
Download | ||||||
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% |