ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 549 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,123,728 | -16.7% | 43,788 | -3.0% | 1.09% | -15.1% |
| Q2 2023 | $2,548,446 | +3.9% | 45,137 | -0.7% | 1.28% | -4.3% |
| Q1 2023 | $2,453,231 | +0.8% | 45,447 | -1.8% | 1.34% | -5.0% |
| Q4 2022 | $2,433,138 | +108570.7% | 46,284 | -2.5% | 1.41% | -1.4% |
| Q3 2022 | $2,239 | -8.4% | 47,448 | -2.1% | 1.43% | -3.4% |
| Q2 2022 | $2,445 | -19.8% | 48,473 | -3.0% | 1.48% | -5.7% |
| Q1 2022 | $3,047 | -6.0% | 49,987 | +1.5% | 1.57% | -2.8% |
| Q4 2021 | $3,242 | +13.6% | 49,234 | +8.3% | 1.62% | +1.1% |
| Q3 2021 | $2,855 | +12.1% | 45,470 | +544.8% | 1.60% | +8.9% |
| Q2 2021 | $2,546 | +12.7% | 7,052 | +3.1% | 1.47% | +2.3% |
| Q1 2021 | $2,260 | +18.2% | 6,840 | +17.3% | 1.43% | +9.8% |
| Q4 2020 | $1,912 | +17.4% | 5,831 | +6.1% | 1.30% | +2.2% |
| Q3 2020 | $1,629 | +17.7% | 5,498 | +5.6% | 1.28% | +6.9% |
| Q2 2020 | $1,384 | +17.4% | 5,204 | -0.3% | 1.20% | -7.7% |
| Q1 2020 | $1,179 | – | 5,221 | – | 1.29% | – |
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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% |