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 | $1,864,806 | -14.8% | 38,450 | -0.8% | 2.01% | -10.5% |
Q2 2023 | $2,187,521 | +4.6% | 38,745 | +0.0% | 2.25% | +0.9% |
Q1 2023 | $2,091,365 | +0.2% | 38,743 | -2.4% | 2.23% | +2.9% |
Q4 2022 | $2,086,651 | +8.3% | 39,693 | -2.8% | 2.17% | +7.2% |
Q3 2022 | $1,927,000 | -8.5% | 40,836 | -2.2% | 2.02% | -3.3% |
Q2 2022 | $2,106,000 | -17.9% | 41,761 | -0.7% | 2.09% | -7.6% |
Q1 2022 | $2,564,000 | -30.6% | 42,058 | -25.0% | 2.26% | -23.8% |
Q4 2021 | $3,694,000 | +7.4% | 56,104 | +2.4% | 2.97% | +6.9% |
Q3 2021 | $3,438,000 | +16.5% | 54,766 | +569.9% | 2.78% | +16.7% |
Q2 2021 | $2,952,000 | +25.3% | 8,175 | +14.6% | 2.38% | +16.0% |
Q1 2021 | $2,356,000 | – | 7,132 | – | 2.06% | – |
Download |
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% |