ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,071,769 | -21.2% | 22,098 | -8.3% | 0.05% | -19.4% |
| Q2 2023 | $1,360,339 | -27.8% | 24,094 | -31.0% | 0.07% | -35.0% |
| Q1 2023 | $1,884,094 | -5.6% | 34,904 | -8.0% | 0.10% | -15.6% |
| Q4 2022 | $1,994,879 | -4.9% | 37,947 | -8.8% | 0.12% | -14.1% |
| Q3 2022 | $2,098,000 | 0.0% | 41,603 | 0.0% | 0.14% | 0.0% |
| Q2 2022 | $2,098,000 | -19.4% | 41,603 | +5.3% | 0.14% | -8.4% |
| Q4 2021 | $2,602,000 | -31.0% | 39,510 | -34.3% | 0.16% | +29.2% |
| Q3 2021 | $3,773,000 | +17.2% | 60,093 | +574.2% | 0.12% | +16.5% |
| Q2 2021 | $3,218,000 | -28.0% | 8,913 | -34.1% | 0.10% | -36.0% |
| Q1 2021 | $4,469,000 | – | 13,526 | – | 0.16% | – |
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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% |