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 | $204,887 | -75.1% | 4,224 | -71.0% | 0.00% | -77.8% |
| Q2 2023 | $822,586 | -24.8% | 14,569 | -28.1% | 0.02% | -30.8% |
| Q1 2023 | $1,093,829 | -70.4% | 20,264 | -71.2% | 0.03% | -75.7% |
| Q4 2022 | $3,699,192 | +248.3% | 70,367 | +212.6% | 0.11% | +174.4% |
| Q3 2022 | $1,062,000 | +4957.1% | 22,510 | +24367.4% | 0.04% | +680.0% |
| Q3 2018 | $21,000 | -97.3% | 92 | -98.0% | 0.01% | -94.4% |
| Q4 2017 | $786,000 | +208.2% | 4,528 | +196.3% | 0.09% | -4.3% |
| Q3 2017 | $255,000 | +177.2% | 1,528 | +177.8% | 0.09% | +248.1% |
| Q2 2017 | $92,000 | – | 550 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 277,844 | $14,998,019 | 6.15% |
| Hall Private Wealth Advisors | 206,568 | $11,150,541 | 5.81% |
| Concorde Asset Management, LLC | 86,951 | $4,693,602 | 5.56% |
| FinDec Wealth Services, Inc. | 127,463 | $6,880,453 | 5.20% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 163,060 | $8,801 | 3.60% |
| Flaharty Asset Management, LLC | 350,733 | $18,932,594 | 3.38% |
| Somerset Group LLC | 68,954 | $3,722,137 | 3.24% |
| Madden Advisory Services, Inc. | 84,560 | $4,564,531 | 3.20% |
| Stonebridge Financial Planning Group, LLC | 90,849 | $4,904,055 | 3.16% |
| RPg Family Wealth Advisory, LLC | 102,668 | $5,542,019 | 3.04% |