ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 568 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.43 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,204 | -12.5% | 45,595 | +2.3% | 1.64% | -12.7% |
| Q2 2023 | $2,519 | +1.7% | 44,557 | -3.0% | 1.88% | -7.3% |
| Q1 2023 | $2,478 | +11.8% | 45,943 | +9.3% | 2.03% | +4.1% |
| Q4 2022 | $2,217 | -99.9% | 42,046 | +11.2% | 1.95% | +13.3% |
| Q3 2022 | $1,776,000 | -5.5% | 37,803 | +1.5% | 1.72% | -0.2% |
| Q2 2022 | $1,880,000 | -13.5% | 37,240 | +4.3% | 1.72% | 0.0% |
| Q1 2022 | $2,174,000 | – | 35,692 | – | 1.72% | – |
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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% |