ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $859,745 | -15.0% | 17,726 | -1.0% | 0.01% | -18.2% |
| Q2 2023 | $1,011,445 | +4.8% | 17,914 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $965,060 | +0.7% | 17,898 | -1.8% | 0.01% | 0.0% |
| Q4 2022 | $958,546 | +4.2% | 18,227 | -6.4% | 0.01% | -8.3% |
| Q3 2022 | $920,000 | -9.5% | 19,480 | -3.4% | 0.01% | -7.7% |
| Q2 2022 | $1,017,000 | -21.2% | 20,162 | -4.7% | 0.01% | -7.1% |
| Q1 2022 | $1,290,000 | -9.3% | 21,166 | -2.0% | 0.01% | -6.7% |
| Q4 2021 | $1,422,000 | -3.9% | 21,589 | -8.4% | 0.02% | -11.8% |
| Q3 2021 | $1,480,000 | -2.3% | 23,576 | +461.7% | 0.02% | -5.6% |
| Q2 2021 | $1,515,000 | +9.1% | 4,197 | -0.2% | 0.02% | 0.0% |
| Q1 2021 | $1,389,000 | +27.7% | 4,205 | +26.4% | 0.02% | +5.9% |
| Q4 2020 | $1,088,000 | +55.2% | 3,327 | +42.2% | 0.02% | +41.7% |
| Q3 2020 | $701,000 | +70.1% | 2,340 | +50.4% | 0.01% | +50.0% |
| Q2 2020 | $412,000 | – | 1,556 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hall Private Wealth Advisors | 212,008 | $13,961,000 | 8.67% |
| Bullseye Investment Management, LLC | 136,626 | $8,997,000 | 6.55% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 200,973 | $13,234,000 | 5.65% |
| Madden Advisory Services, Inc. | 122,397 | $8,060,000 | 5.29% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1,067,020 | $70,270,000 | 5.04% |
| CUMBERLAND ADVISORS INC | 331,735 | $21,845,000 | 4.58% |
| Safeguard Investment Advisory Group, LLC | 110,697 | $7,289,000 | 4.25% |
| Diversified, LLC | 150,522 | $9,912,000 | 4.19% |
| Flaharty Asset Management, LLC | 343,176 | $22,598,000 | 4.16% |
| Ahrens Investment Partners LLC | 140,861 | $9,276,000 | 4.10% |