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 | $336,240 | -4.4% | 6,000 | 0.0% | 0.09% | -3.4% |
| Q1 2024 | $351,540 | +108400.0% | 6,000 | 0.0% | 0.09% | +1.1% |
| Q4 2023 | $324 | +11.3% | 6,000 | 0.0% | 0.09% | +3.5% |
| Q3 2023 | $291 | -14.2% | 6,000 | 0.0% | 0.08% | -9.6% |
| Q2 2023 | $339 | +4.6% | 6,000 | 0.0% | 0.09% | +2.2% |
| Q1 2023 | $324 | +2.9% | 6,000 | 0.0% | 0.09% | +1.1% |
| Q4 2022 | $315 | -99.9% | 6,000 | 0.0% | 0.09% | -1.1% |
| Q3 2022 | $283,000 | -6.6% | 6,000 | 0.0% | 0.09% | 0.0% |
| Q2 2022 | $303,000 | -17.2% | 6,000 | 0.0% | 0.09% | -5.2% |
| Q1 2022 | $366,000 | -7.3% | 6,000 | 0.0% | 0.10% | -2.0% |
| Q4 2021 | $395,000 | +4.8% | 6,000 | 0.0% | 0.10% | -10.0% |
| Q3 2021 | $377,000 | +4.4% | 6,000 | +500.0% | 0.11% | +0.9% |
| Q2 2021 | $361,000 | – | 1,000 | – | 0.11% | – |
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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% |