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 | $2,253,795 | -8.1% | 46,470 | +7.0% | 0.12% | -9.4% |
| Q2 2023 | $2,452,001 | +11.9% | 43,429 | +7.0% | 0.13% | -3.8% |
| Q1 2023 | $2,190,400 | +0.4% | 40,578 | -2.2% | 0.13% | +0.8% |
| Q4 2022 | $2,180,866 | +3.2% | 41,485 | -7.4% | 0.13% | -9.6% |
| Q3 2022 | $2,113,000 | -8.3% | 44,792 | -0.1% | 0.15% | +28.1% |
| Q2 2022 | $2,303,000 | -15.3% | 44,829 | +0.5% | 0.11% | -2.6% |
| Q1 2022 | $2,719,000 | -26.7% | 44,615 | -20.8% | 0.12% | -17.0% |
| Q4 2021 | $3,711,000 | +6.7% | 56,357 | +2.1% | 0.14% | +6.0% |
| Q3 2021 | $3,478,000 | +3.6% | 55,202 | +502.8% | 0.13% | +1.5% |
| Q2 2021 | $3,358,000 | -26.9% | 9,158 | -29.4% | 0.13% | +2.3% |
| Q1 2021 | $4,596,000 | +41.9% | 12,970 | -12.9% | 0.13% | -1.5% |
| Q4 2020 | $3,238,000 | +12.9% | 14,892 | +51.1% | 0.13% | -12.8% |
| Q3 2020 | $2,868,000 | +60.2% | 9,855 | +40.9% | 0.15% | +49.0% |
| Q2 2020 | $1,790,000 | +17.2% | 6,996 | +0.4% | 0.10% | -2.9% |
| Q1 2020 | $1,527,000 | +25.7% | 6,969 | +51.9% | 0.10% | +58.5% |
| Q4 2019 | $1,215,000 | +11.5% | 4,587 | +2.6% | 0.06% | 0.0% |
| Q3 2019 | $1,090,000 | +70.8% | 4,469 | +68.4% | 0.06% | +62.5% |
| Q2 2019 | $638,000 | -1.7% | 2,654 | -5.3% | 0.04% | -7.0% |
| Q1 2019 | $649,000 | -67.4% | 2,803 | -72.3% | 0.04% | -70.7% |
| Q4 2018 | $1,992,000 | -21.3% | 10,120 | -8.9% | 0.15% | -13.0% |
| Q3 2018 | $2,531,000 | +393.4% | 11,104 | +334.1% | 0.17% | +322.5% |
| Q2 2018 | $513,000 | -7.1% | 2,558 | -14.4% | 0.04% | -16.7% |
| Q1 2018 | $552,000 | +4.7% | 2,987 | -1.8% | 0.05% | +2.1% |
| Q4 2017 | $527,000 | -4.4% | 3,042 | -7.8% | 0.05% | -14.5% |
| Q3 2017 | $551,000 | -0.9% | 3,299 | -1.3% | 0.06% | -3.5% |
| Q2 2017 | $556,000 | +8.2% | 3,341 | -1.6% | 0.06% | +7.5% |
| Q1 2017 | $514,000 | +8.2% | 3,394 | -4.9% | 0.05% | -15.9% |
| Q4 2016 | $475,000 | -8.3% | 3,567 | +0.0% | 0.06% | -10.0% |
| Q3 2016 | $518,000 | +6.8% | 3,566 | 0.0% | 0.07% | 0.0% |
| Q2 2016 | $485,000 | +9.0% | 3,566 | -0.9% | 0.07% | +2.9% |
| Q1 2016 | $445,000 | – | 3,599 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hall Private Wealth Advisors | 212,008 | $13,961,000 | 8.67% |
| Bullseye Investment Management, LLC | 136,626 | $8,997,000 | 6.55% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 200,973 | $13,234,000 | 5.65% |
| Madden Advisory Services, Inc. | 122,397 | $8,060,000 | 5.29% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1,067,020 | $70,270,000 | 5.04% |
| CUMBERLAND ADVISORS INC | 331,735 | $21,845,000 | 4.58% |
| Safeguard Investment Advisory Group, LLC | 110,697 | $7,289,000 | 4.25% |
| Diversified, LLC | 150,522 | $9,912,000 | 4.19% |
| Flaharty Asset Management, LLC | 343,176 | $22,598,000 | 4.16% |
| Ahrens Investment Partners LLC | 140,861 | $9,276,000 | 4.10% |