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 | $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 | 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% |