ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,031,000 | +8.6% | 32,349 | +524.3% | 0.14% | +7.9% |
| Q2 2021 | $1,871,000 | -16.0% | 5,182 | -23.1% | 0.13% | -22.7% |
| Q1 2021 | $2,227,000 | -18.0% | 6,742 | -18.8% | 0.16% | -21.6% |
| Q4 2020 | $2,717,000 | +7.3% | 8,302 | +5.0% | 0.21% | -5.9% |
| Q3 2020 | $2,533,000 | +16.8% | 7,907 | -3.4% | 0.22% | +5.7% |
| Q2 2020 | $2,168,000 | +76.1% | 8,188 | +49.9% | 0.21% | +48.2% |
| Q1 2020 | $1,231,000 | -15.4% | 5,462 | -0.8% | 0.14% | +3.7% |
| Q4 2019 | $1,455,000 | +28.4% | 5,504 | +20.1% | 0.14% | +12.4% |
| Q3 2019 | $1,133,000 | +30.2% | 4,584 | +26.8% | 0.12% | +33.0% |
| Q2 2019 | $870,000 | +59.3% | 3,614 | +53.3% | 0.09% | +51.7% |
| Q1 2019 | $546,000 | -86.5% | 2,358 | -88.3% | 0.06% | -88.0% |
| Q4 2018 | $4,030,000 | – | 20,167 | – | 0.50% | – |
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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% |