ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 575 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,075,542 | +608.5% | 108,414 | +640.7% | 0.90% | +389.2% |
| Q1 2024 | $857,542 | +186.9% | 14,636 | +164.2% | 0.18% | +153.4% |
| Q4 2023 | $298,940 | +26.1% | 5,539 | +462.9% | 0.07% | -40.2% |
| Q1 2020 | $237,000 | -3.3% | 984 | +6.4% | 0.12% | +28.4% |
| Q4 2019 | $245,000 | -8.9% | 925 | -17.6% | 0.10% | -22.8% |
| Q3 2019 | $269,000 | +26.3% | 1,123 | +26.9% | 0.12% | +29.5% |
| Q2 2019 | $213,000 | – | 885 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hall Private Wealth Advisors | 206,348 | $10,408,000 | 5.84% |
| CUMBERLAND ADVISORS INC | 318,930 | $16,087,000 | 5.34% |
| Safeguard Investment Advisory Group, LLC | 113,366 | $6,910,000 | 4.25% |
| Hobart Private Capital, LLC | 180,134 | $9,085,959 | 4.24% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 172,233 | $8,687,000 | 3.99% |
| Flaharty Asset Management, LLC | 359,306 | $18,123,000 | 3.68% |
| SFI Advisors, LLC | 61,584 | $3,106,000 | 3.44% |
| MIRABELLA FINANCIAL SERVICES LLP | 678,887 | $34,262,000 | 3.38% |
| Crumly & Associates Inc. | 155,578 | $7,847,000 | 3.26% |
| Ulrich Consultants & Investment Group, LLC | 115,045 | $5,803,000 | 3.18% |