ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $349,200 | -14.1% | 7,200 | 0.0% | 0.03% | -10.8% |
| Q2 2023 | $406,512 | +4.6% | 7,200 | 0.0% | 0.04% | +2.8% |
| Q1 2023 | $388,656 | +13.7% | 7,200 | +10.8% | 0.04% | +24.1% |
| Q4 2022 | $341,705 | +11.3% | 6,500 | 0.0% | 0.03% | -6.5% |
| Q3 2022 | $307,000 | +50.5% | 6,500 | +94.0% | 0.03% | +93.8% |
| Q1 2022 | $204,000 | – | 3,350 | – | 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% |