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 | $8,209,886 | -7.2% | 169,276 | +8.1% | 0.12% | -7.1% |
| Q2 2023 | $8,844,007 | +2.4% | 156,642 | -2.1% | 0.13% | -8.0% |
| Q1 2023 | $8,638,905 | -0.3% | 160,039 | -2.9% | 0.14% | -8.6% |
| Q4 2022 | $8,663,326 | -0.2% | 164,796 | -10.4% | 0.15% | -11.2% |
| Q3 2022 | $8,681,000 | -20.6% | 183,987 | -15.1% | 0.17% | -18.7% |
| Q2 2022 | $10,929,000 | -27.2% | 216,675 | -12.0% | 0.21% | -15.0% |
| Q1 2022 | $15,013,000 | -11.3% | 246,284 | -4.2% | 0.25% | -7.9% |
| Q4 2021 | $16,929,000 | +8.4% | 257,089 | +3.3% | 0.27% | 0.0% |
| Q3 2021 | $15,624,000 | +8.0% | 248,876 | +520.9% | 0.27% | +7.2% |
| Q2 2021 | $14,470,000 | -1.6% | 40,080 | -9.9% | 0.25% | -19.9% |
| Q1 2021 | $14,699,000 | -5.0% | 44,493 | -5.8% | 0.31% | -11.6% |
| Q4 2020 | $15,466,000 | +10.0% | 47,253 | +0.7% | 0.35% | -3.0% |
| Q3 2020 | $14,055,000 | +16.1% | 46,908 | +2.6% | 0.36% | +4.3% |
| Q2 2020 | $12,105,000 | +39.4% | 45,720 | +18.7% | 0.35% | +11.5% |
| Q1 2020 | $8,683,000 | -11.7% | 38,529 | +3.5% | 0.31% | +8.7% |
| Q4 2019 | $9,837,000 | – | 37,218 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hall Private Wealth Advisors | 216,108 | $10,196,000 | 5.87% |
| CUMBERLAND ADVISORS INC | 308,050 | $14,534,000 | 5.79% |
| Crumly & Associates Inc. | 241,605 | $11,399,000 | 4.70% |
| Ulrich Consultants & Investment Group, LLC | 115,045 | $5,428,000 | 4.19% |
| Safeguard Investment Advisory Group, LLC | 124,770 | $5,886,000 | 4.03% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 172,499 | $8,138,000 | 3.87% |
| Flaharty Asset Management, LLC | 378,713 | $17,868,000 | 3.68% |
| Madden Advisory Services, Inc. | 81,074 | $3,825,000 | 3.06% |
| Ahrens Investment Partners LLC | 121,933 | $5,753,000 | 3.03% |
| Stonebridge Financial Planning Group, LLC | 91,759 | $4,329,000 | 3.03% |