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 | $3,261,783 | -11.9% | 67,253 | +2.6% | 1.04% | -4.4% |
| Q2 2023 | $3,701,769 | +7.6% | 65,564 | +2.9% | 1.09% | +3.7% |
| Q1 2023 | $3,441,063 | +1.6% | 63,747 | -1.1% | 1.05% | -2.7% |
| Q4 2022 | $3,388,084 | +9.0% | 64,449 | -2.2% | 1.08% | -1.7% |
| Q3 2022 | $3,108,000 | -4.7% | 65,874 | +1.9% | 1.10% | -3.9% |
| Q2 2022 | $3,262,000 | -61.6% | 64,668 | -53.5% | 1.15% | -55.8% |
| Q1 2022 | $8,487,000 | -6.8% | 139,218 | +0.7% | 2.59% | -6.3% |
| Q4 2021 | $9,107,000 | – | 138,293 | – | 2.77% | – |
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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% |