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 | $4,078,994 | -20.3% | 84,103 | -7.2% | 2.62% | -16.1% |
| Q2 2023 | $5,118,888 | +4.4% | 90,664 | -0.2% | 3.12% | -1.5% |
| Q1 2023 | $4,904,055 | +3.0% | 90,849 | +0.3% | 3.16% | -0.1% |
| Q4 2022 | $4,760,387 | +10.0% | 90,553 | -1.3% | 3.17% | +4.7% |
| Q3 2022 | $4,329,000 | +1.3% | 91,759 | +8.3% | 3.03% | +4.4% |
| Q2 2022 | $4,273,000 | -23.4% | 84,709 | -7.5% | 2.90% | -7.1% |
| Q1 2022 | $5,580,000 | +5.3% | 91,541 | -0.1% | 3.12% | +12.3% |
| Q4 2021 | $5,301,000 | -9.4% | 91,650 | +3.1% | 2.78% | -2.9% |
| Q3 2021 | $5,853,000 | -2.6% | 88,917 | +446.7% | 2.86% | -10.1% |
| Q2 2021 | $6,007,000 | +8.2% | 16,263 | -0.3% | 3.19% | -1.8% |
| Q1 2021 | $5,551,000 | +9.1% | 16,312 | +4.9% | 3.24% | +0.6% |
| Q4 2020 | $5,088,000 | +13.8% | 15,545 | +9.2% | 3.22% | +0.2% |
| Q3 2020 | $4,472,000 | +25.2% | 14,235 | +6.9% | 3.22% | +5.7% |
| Q2 2020 | $3,573,000 | +14.2% | 13,322 | +2.7% | 3.04% | -2.5% |
| Q1 2020 | $3,129,000 | +0.2% | 12,978 | +9.9% | 3.12% | +10.5% |
| Q4 2019 | $3,122,000 | – | 11,813 | – | 2.82% | – |
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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% |