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 | $878,719 | -9.7% | 18,118 | -0.5% | 0.28% | -7.7% |
| Q2 2023 | $973,383 | -27.3% | 18,218 | -22.8% | 0.30% | -24.0% |
| Q1 2023 | $1,339,604 | -44.4% | 23,597 | -48.6% | 0.39% | -48.8% |
| Q4 2022 | $2,411,527 | +2.5% | 45,873 | -8.0% | 0.76% | -6.1% |
| Q3 2022 | $2,353,000 | -6.6% | 49,869 | -0.1% | 0.82% | -5.2% |
| Q2 2022 | $2,518,000 | -23.2% | 49,926 | -7.1% | 0.86% | -17.5% |
| Q1 2022 | $3,277,000 | -9.7% | 53,751 | -2.5% | 1.04% | -16.9% |
| Q4 2021 | $3,629,000 | -3.8% | 55,117 | -8.2% | 1.26% | -14.2% |
| Q3 2021 | $3,771,000 | +23.0% | 60,070 | +607.5% | 1.46% | +11.6% |
| Q2 2021 | $3,066,000 | +26.5% | 8,491 | +15.8% | 1.31% | +25.7% |
| Q1 2021 | $2,423,000 | -56.0% | 7,334 | -56.4% | 1.04% | -62.2% |
| Q4 2020 | $5,509,000 | +604.5% | 16,831 | +432.0% | 2.76% | +459.0% |
| Q3 2019 | $782,000 | +1.3% | 3,164 | -1.4% | 0.49% | +2.1% |
| Q2 2019 | $772,000 | -1.0% | 3,209 | -4.7% | 0.48% | -7.6% |
| Q1 2019 | $780,000 | +31.8% | 3,368 | +13.7% | 0.52% | +15.7% |
| Q4 2018 | $592,000 | -13.5% | 2,963 | -1.4% | 0.45% | +0.2% |
| Q3 2018 | $684,000 | +142.6% | 3,005 | +113.7% | 0.45% | +126.6% |
| Q2 2018 | $282,000 | +73.0% | 1,406 | +59.6% | 0.20% | +86.0% |
| Q1 2018 | $163,000 | +120.3% | 881 | +124.2% | 0.11% | +132.6% |
| Q4 2017 | $74,000 | -11.9% | 393 | -22.2% | 0.05% | -17.9% |
| Q3 2017 | $84,000 | +154.5% | 505 | +152.5% | 0.06% | +154.5% |
| Q2 2017 | $33,000 | – | 200 | – | 0.02% | – |
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% |