ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 558 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $125,372 | -10.2% | 2,585 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $139,538 | 0.0% | 2,585 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $139,538 | -5.6% | 2,585 | -8.1% | 0.00% | 0.0% |
Q4 2022 | $147,879 | +1378.8% | 2,813 | +1133.8% | 0.00% | – |
Q3 2022 | $10,000 | 0.0% | 228 | 0.0% | 0.00% | – |
Q2 2022 | $10,000 | -28.6% | 228 | -6.6% | 0.00% | – |
Q1 2022 | $14,000 | -6.7% | 244 | 0.0% | 0.00% | – |
Q4 2021 | $15,000 | -11.8% | 244 | -12.9% | 0.00% | – |
Q3 2021 | $17,000 | 0.0% | 280 | +460.0% | 0.00% | – |
Q2 2021 | $17,000 | +13.3% | 50 | 0.0% | 0.00% | – |
Q1 2021 | $15,000 | 0.0% | 50 | 0.0% | 0.00% | – |
Q4 2020 | $15,000 | -40.0% | 50 | -76.2% | 0.00% | – |
Q4 2015 | $25,000 | – | 210 | – | 0.00% | – |
Download |
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% |