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 | $87,591 | +146.3% | 1,806 | +186.7% | 0.00% | +100.0% |
| Q2 2023 | $35,563 | +4.6% | 630 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $34,001 | +2.7% | 630 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $33,112 | +10.4% | 630 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $30,000 | -6.2% | 630 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $32,000 | -15.8% | 630 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $38,000 | -7.3% | 630 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $41,000 | +2.5% | 630 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $40,000 | +5.3% | 630 | +500.0% | 0.00% | 0.0% |
| Q2 2021 | $38,000 | -61.6% | 105 | -65.1% | 0.00% | -50.0% |
| Q1 2021 | $99,000 | – | 301 | – | 0.00% | – |
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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% |