ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 544 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,170 | -13.9% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $33,876 | +4.6% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $32,388 | +2.7% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $31,542 | -55.6% | 600 | -60.0% | 0.00% | -60.0% |
| Q3 2022 | $71,000 | -6.6% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $76,000 | -16.5% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $91,000 | -8.1% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $99,000 | +17.9% | 1,500 | +488.2% | 0.01% | 0.0% |
| Q1 2021 | $84,000 | +1.2% | 255 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $83,000 | – | 255 | – | 0.01% | – |
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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% |