ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 554 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $561,297 | -4.4% | 10,016 | 0.0% | 0.20% | -9.3% |
| Q1 2024 | $586,837 | +8.6% | 10,016 | 0.0% | 0.23% | +1.3% |
| Q4 2023 | $540,564 | +11.3% | 10,016 | 0.0% | 0.22% | -2.6% |
| Q3 2023 | $485,776 | -14.1% | 10,016 | 0.0% | 0.23% | -17.9% |
| Q2 2023 | $565,503 | +4.6% | 10,016 | 0.0% | 0.28% | -10.0% |
| Q1 2023 | $540,664 | +2.7% | 10,016 | 0.0% | 0.31% | -10.4% |
| Q4 2022 | $526,541 | +28.7% | 10,016 | +15.6% | 0.35% | +12.0% |
| Q3 2022 | $409,000 | -6.4% | 8,666 | 0.0% | 0.31% | +7.7% |
| Q2 2022 | $437,000 | +3.6% | 8,666 | +25.3% | 0.29% | +18.1% |
| Q1 2022 | $422,000 | – | 6,916 | – | 0.24% | – |
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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% |