ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 159 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 2.38 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,120,614 | +195.0% | 43,724 | +238.9% | 0.00% | +200.0% |
| Q2 2023 | $718,788 | -73.4% | 12,900 | -77.2% | 0.00% | -75.0% |
| Q3 2022 | $2,707,000 | -11.9% | 56,600 | +22.0% | 0.00% | 0.0% |
| Q4 2021 | $3,073,000 | -16.8% | 46,400 | -20.4% | 0.00% | 0.0% |
| Q3 2021 | $3,694,000 | -32.8% | 58,283 | +285.5% | 0.00% | -55.6% |
| Q2 2021 | $5,498,000 | +78.3% | 15,117 | +60.8% | 0.01% | +80.0% |
| Q1 2021 | $3,084,000 | +36.7% | 9,402 | +7.7% | 0.01% | -28.6% |
| Q2 2020 | $2,256,000 | -35.5% | 8,733 | -34.3% | 0.01% | -12.5% |
| Q4 2019 | $3,498,000 | -5.3% | 13,283 | -12.3% | 0.01% | -27.3% |
| Q3 2019 | $3,693,000 | -2.7% | 15,139 | -4.0% | 0.01% | 0.0% |
| Q2 2019 | $3,795,000 | +62.2% | 15,765 | +56.1% | 0.01% | +57.1% |
| Q1 2019 | $2,339,000 | +16.5% | 10,100 | -1.0% | 0.01% | +16.7% |
| Q4 2018 | $2,008,000 | -35.3% | 10,200 | -25.2% | 0.01% | -14.3% |
| Q3 2018 | $3,102,000 | -0.1% | 13,638 | -27.1% | 0.01% | -46.2% |
| Q2 2017 | $3,104,000 | +424.3% | 18,698 | +378.1% | 0.01% | +333.3% |
| Q1 2017 | $592,000 | +101.4% | 3,911 | +77.8% | 0.00% | +50.0% |
| Q2 2016 | $294,000 | – | 2,200 | – | 0.00% | – |
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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% |