ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 549 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $272,000 | -51.5% | 4,529 | +166.1% | 0.00% | -100.0% |
| Q1 2021 | $561,000 | +0.2% | 1,702 | -1.0% | 0.00% | 0.0% |
| Q4 2020 | $560,000 | +32.7% | 1,720 | +21.0% | 0.00% | 0.0% |
| Q3 2020 | $422,000 | +14.1% | 1,421 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $370,000 | -21.9% | 1,421 | -31.4% | 0.00% | -50.0% |
| Q1 2020 | $474,000 | -27.6% | 2,072 | -16.2% | 0.00% | 0.0% |
| Q4 2019 | $655,000 | +8.6% | 2,472 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $603,000 | +2.0% | 2,472 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $591,000 | -30.1% | 2,472 | -32.8% | 0.00% | -33.3% |
| Q1 2019 | $846,000 | -55.7% | 3,679 | -56.1% | 0.00% | -50.0% |
| Q3 2018 | $1,908,000 | +13.5% | 8,380 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $1,681,000 | -1.9% | 8,380 | -9.1% | 0.01% | 0.0% |
| Q1 2018 | $1,714,000 | -1.4% | 9,222 | -8.3% | 0.01% | 0.0% |
| Q4 2017 | $1,738,000 | – | 10,061 | – | 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% |