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 | $1,806,334 | -15.4% | 37,244 | -1.5% | 1.35% | -21.0% |
| Q2 2023 | $2,134,978 | +17.3% | 37,814 | +12.1% | 1.71% | -0.2% |
| Q1 2023 | $1,820,314 | +28.9% | 33,722 | +25.5% | 1.71% | -29.9% |
| Q4 2022 | $1,412,030 | +83.9% | 26,860 | +826.5% | 2.44% | +180.7% |
| Q2 2020 | $768,000 | +0.9% | 2,899 | -5.8% | 0.87% | +14.9% |
| Q3 2019 | $761,000 | -12.0% | 3,076 | -14.4% | 0.76% | +17.5% |
| Q2 2019 | $865,000 | -28.0% | 3,594 | -40.2% | 0.64% | -44.6% |
| Q4 2018 | $1,201,000 | +71.6% | 6,011 | +43.5% | 1.16% | +151.9% |
| Q3 2017 | $700,000 | +4.8% | 4,190 | +4.5% | 0.46% | +1.1% |
| Q2 2017 | $668,000 | +51.1% | 4,011 | +37.5% | 0.46% | -10.4% |
| Q1 2017 | $442,000 | – | 2,918 | – | 0.51% | – |
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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% |