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 | $2,505,986 | -15.7% | 51,548 | -2.0% | 0.62% | -12.2% |
| Q2 2023 | $2,971,244 | +3.8% | 52,626 | -0.7% | 0.70% | -2.1% |
| Q1 2023 | $2,861,941 | +1.1% | 53,019 | -1.6% | 0.72% | -2.6% |
| Q4 2022 | $2,831,710 | +10.5% | 53,866 | -0.8% | 0.74% | +2.5% |
| Q3 2022 | $2,563,000 | -5.2% | 54,321 | +1.3% | 0.72% | -1.8% |
| Q2 2022 | $2,704,000 | -13.2% | 53,605 | +4.9% | 0.73% | -4.4% |
| Q1 2022 | $3,115,000 | -17.2% | 51,101 | -10.5% | 0.77% | -14.7% |
| Q4 2021 | $3,761,000 | -0.1% | 57,110 | -4.7% | 0.90% | -6.6% |
| Q3 2021 | $3,764,000 | +29.3% | 59,955 | +643.7% | 0.96% | +24.6% |
| Q2 2021 | $2,911,000 | +8.5% | 8,062 | -0.7% | 0.77% | +5.3% |
| Q1 2021 | $2,683,000 | +7.2% | 8,120 | +6.2% | 0.73% | +7.0% |
| Q4 2020 | $2,502,000 | +58.5% | 7,644 | +45.0% | 0.69% | +43.8% |
| Q3 2020 | $1,579,000 | +1261.2% | 5,270 | +993.4% | 0.48% | +581.4% |
| Q2 2019 | $116,000 | – | 482 | – | 0.07% | – |
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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% |