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 | $355,742 | -7.1% | 6,348 | -2.8% | 0.15% | -11.0% |
| Q1 2024 | $382,827 | +2.2% | 6,534 | -5.8% | 0.17% | -5.5% |
| Q4 2023 | $374,463 | +11.1% | 6,938 | -0.1% | 0.18% | +2.2% |
| Q3 2023 | $336,978 | -31.3% | 6,948 | -20.0% | 0.18% | -31.0% |
| Q2 2023 | $490,592 | -0.3% | 8,689 | -4.7% | 0.26% | -3.4% |
| Q1 2023 | $491,931 | -4.0% | 9,113 | -6.5% | 0.27% | -11.0% |
| Q4 2022 | $512,628 | -8.9% | 9,751 | -18.3% | 0.30% | -14.3% |
| Q3 2022 | $563,000 | -8.8% | 11,935 | -2.4% | 0.35% | -4.6% |
| Q2 2022 | $617,000 | -29.5% | 12,234 | -14.8% | 0.37% | -14.3% |
| Q1 2022 | $875,000 | -14.5% | 14,353 | -7.6% | 0.43% | -14.2% |
| Q4 2021 | $1,023,000 | -8.0% | 15,534 | -12.3% | 0.50% | -12.1% |
| Q3 2021 | $1,112,000 | -23.4% | 17,718 | +341.0% | 0.57% | -24.5% |
| Q2 2021 | $1,451,000 | -54.7% | 4,018 | -58.6% | 0.75% | -59.0% |
| Q1 2021 | $3,205,000 | -5.0% | 9,701 | -4.0% | 1.84% | -16.2% |
| Q4 2020 | $3,374,000 | +7.7% | 10,103 | +2.8% | 2.19% | -0.2% |
| Q3 2020 | $3,133,000 | +29.9% | 9,829 | +19.1% | 2.20% | +9.9% |
| Q2 2020 | $2,411,000 | – | 8,252 | – | 2.00% | – |
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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% |