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 | $270,800 | -20.8% | 5,583 | -7.8% | 0.26% | -15.7% |
| Q2 2023 | $341,781 | +5.7% | 6,053 | +1.0% | 0.31% | -6.3% |
| Q1 2023 | $323,448 | +2.7% | 5,992 | 0.0% | 0.33% | -5.1% |
| Q4 2022 | $314,999 | +11.3% | 5,992 | 0.0% | 0.35% | -15.4% |
| Q3 2022 | $283,000 | -6.3% | 5,992 | 0.0% | 0.42% | +56.4% |
| Q2 2022 | $302,000 | -17.3% | 5,992 | 0.0% | 0.27% | +6.4% |
| Q1 2022 | $365,000 | -1.4% | 5,992 | +6.6% | 0.25% | +9.2% |
| Q4 2021 | $370,000 | – | 5,622 | – | 0.23% | – |
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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% |