CHOREO, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 528 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.64 and the average weighting 0.2%.

Quarter-by-quarter ownership
CHOREO, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,048,694
-7.9%
18,996
-2.2%
0.02%
-37.9%
Q1 2024$1,138,065
+13.3%
19,425
+4.4%
0.03%
+7.4%
Q4 2023$1,004,675
-5.1%
18,615
-14.5%
0.03%
-27.0%
Q3 2023$1,058,909
-22.5%
21,781
-10.0%
0.04%
-21.3%
Q2 2023$1,366,807
+1.0%
24,208
-3.4%
0.05%
-2.1%
Q1 2023$1,352,99825,0650.05%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 206,348$10,408,0005.84%
CUMBERLAND ADVISORS INC 318,930$16,087,0005.34%
Safeguard Investment Advisory Group, LLC 113,366$6,910,0004.25%
Hobart Private Capital, LLC 180,134$9,085,9594.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,233$8,687,0003.99%
Flaharty Asset Management, LLC 359,306$18,123,0003.68%
SFI Advisors, LLC 61,584$3,106,0003.44%
MIRABELLA FINANCIAL SERVICES LLP 678,887$34,262,0003.38%
Crumly & Associates Inc. 155,578$7,847,0003.26%
Ulrich Consultants & Investment Group, LLC 115,045$5,803,0003.18%
View complete list of ISHARES TR shareholders