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 | $1,063,217 | -23.4% | 21,922 | -10.9% | 0.74% | -20.1% |
| Q2 2023 | $1,388,577 | -0.2% | 24,594 | -4.6% | 0.93% | -4.0% |
| Q1 2023 | $1,391,173 | -13.0% | 25,772 | -15.3% | 0.97% | -19.1% |
| Q4 2022 | $1,599,390 | +3.4% | 30,424 | -7.2% | 1.20% | -1.4% |
| Q3 2022 | $1,547,000 | -7.6% | 32,797 | -1.2% | 1.22% | +2.9% |
| Q2 2022 | $1,674,000 | -10.9% | 33,193 | +7.7% | 1.18% | +3.4% |
| Q1 2022 | $1,878,000 | -14.0% | 30,809 | -7.1% | 1.14% | -17.7% |
| Q4 2021 | $2,184,000 | +9.3% | 33,167 | +4.2% | 1.39% | +17.2% |
| Q3 2021 | $1,999,000 | +2.9% | 31,837 | +491.5% | 1.18% | +2.0% |
| Q2 2021 | $1,943,000 | +4.2% | 5,382 | -4.7% | 1.16% | +39.5% |
| Q1 2021 | $1,865,000 | -2.3% | 5,646 | -3.1% | 0.83% | -37.5% |
| Q4 2020 | $1,908,000 | +8.5% | 5,828 | -0.7% | 1.33% | -18.8% |
| Q3 2020 | $1,758,000 | +13.2% | 5,868 | +0.0% | 1.64% | +17.5% |
| Q2 2020 | $1,553,000 | +21.3% | 5,866 | +3.3% | 1.40% | -1.8% |
| Q1 2020 | $1,280,000 | -11.0% | 5,678 | +4.4% | 1.42% | +8.8% |
| Q4 2019 | $1,438,000 | +19.4% | 5,440 | +11.7% | 1.31% | +5.5% |
| Q3 2019 | $1,204,000 | +0.8% | 4,871 | -1.8% | 1.24% | -1.0% |
| Q2 2019 | $1,194,000 | +234.5% | 4,959 | -94.0% | 1.25% | +4540.7% |
| Q1 2019 | $357,000 | – | 81,982 | – | 0.03% | – |
Download | ||||||
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% |