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 2023 | $66,252 | -34.6% | 1,366 | -23.8% | 0.00% | -66.7% |
| Q2 2023 | $101,233 | -34.2% | 1,793 | -37.1% | 0.01% | -45.5% |
| Q1 2023 | $153,829 | +8.9% | 2,850 | +6.1% | 0.01% | 0.0% |
| Q4 2022 | $141,272 | +8.7% | 2,687 | -2.1% | 0.01% | -8.3% |
| Q3 2022 | $130,000 | -5.8% | 2,746 | +0.1% | 0.01% | +9.1% |
| Q2 2022 | $138,000 | -60.3% | 2,743 | -52.0% | 0.01% | -54.2% |
| Q1 2022 | $348,000 | +13.4% | 5,716 | +22.6% | 0.02% | +14.3% |
| Q4 2021 | $307,000 | +4.8% | 4,664 | +0.1% | 0.02% | -4.5% |
| Q3 2021 | $293,000 | +61.0% | 4,660 | +822.8% | 0.02% | +57.1% |
| Q2 2021 | $182,000 | +9.0% | 505 | +0.2% | 0.01% | 0.0% |
| Q1 2021 | $167,000 | +1.2% | 504 | 0.0% | 0.01% | -6.7% |
| Q4 2020 | $165,000 | +9.3% | 504 | 0.0% | 0.02% | -6.2% |
| Q3 2020 | $151,000 | – | 504 | – | 0.02% | – |
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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% |