OGOREK ANTHONY JOSEPH /NY/ /ADV - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 572 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.

Quarter-by-quarter ownership
OGOREK ANTHONY JOSEPH /NY/ /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,017
-28.8%
18,151
-25.5%
0.35%
-28.8%
Q1 2024$1,428
+1.8%
24,376
-6.3%
0.50%
-2.7%
Q4 2023$1,403
-60.7%
26,006
-64.6%
0.51%
-63.8%
Q3 2023$3,567
-52.9%
73,551
-45.2%
1.41%
-51.5%
Q2 2023$7,578
-13.9%
134,222
-17.7%
2.90%
-19.3%
Q1 2023$8,801
-2.3%
163,060
-4.9%
3.60%
-8.2%
Q4 2022$9,012
-99.9%
171,433
-0.6%
3.92%
+1.3%
Q3 2022$8,138,000
-6.3%
172,499
+0.2%
3.87%
-3.2%
Q2 2022$8,687,000
-18.5%
172,233
-1.5%
3.99%
-8.6%
Q1 2022$10,660,000
-19.4%
174,878
-13.0%
4.37%
-22.7%
Q4 2021$13,234,000
+3.6%
200,973
-1.2%
5.65%
-3.0%
Q3 2021$12,775,000
+4.5%
203,496
+501.2%
5.83%
+6.5%
Q2 2021$12,220,000
+12.4%
33,849
+2.9%
5.47%
+2.2%
Q1 2021$10,871,000
+3.3%
32,908
+2.3%
5.36%
-5.0%
Q4 2020$10,526,000
+14.4%
32,163
+4.7%
5.64%
+4.0%
Q3 2020$9,201,000
+12.8%
30,709
-0.3%
5.42%
-6.0%
Q2 2020$8,155,000
+48.0%
30,800
+25.9%
5.77%
+92.7%
Q1 2020$5,510,000
+10.6%
24,455
+29.7%
2.99%
+23.3%
Q4 2019$4,982,000
+697.1%
18,848
+645.0%
2.43%
+549.2%
Q3 2019$625,000
+14.5%
2,530
+11.5%
0.37%
+1.6%
Q2 2019$546,000
+6.0%
2,269
+1.9%
0.37%
+7.6%
Q1 2019$515,000
+16.0%
2,2260.0%0.34%
-3.1%
Q4 2018$444,000
-10.1%
2,226
+2.5%
0.35%
-3.0%
Q3 2018$494,000
+13.6%
2,172
+0.0%
0.36%
+7.4%
Q2 2018$435,000
+12.4%
2,171
+3.6%
0.34%
+0.9%
Q1 2018$387,000
+6.6%
2,096
+0.0%
0.34%
+13.1%
Q4 2017$363,000
+4.0%
2,095
+0.2%
0.30%
-12.6%
Q3 2017$349,000
+3.3%
2,090
+3.0%
0.34%
+8.6%
Q2 2017$338,000
+10.1%
2,0300.0%0.31%
-1.3%
Q1 2017$307,000
+4.8%
2,030
+0.4%
0.32%
+25.3%
Q4 2016$293,0000.0%2,0210.0%0.25%0.0%
Q3 2016$293,000
+7.3%
2,0210.0%0.25%
+3.3%
Q2 2016$273,000
+10.5%
2,021
+0.1%
0.24%
+22.5%
Q1 2016$247,000
+0.8%
2,019
+1.0%
0.20%
-2.0%
Q4 2015$245,0002,0000.20%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 22,202$5,847,0006.62%
J Arnold Wealth Management Co 17,375$4,593,0005.90%
LUCAS CAPITAL MANAGEMENT 17,325$4,579,0005.43%
CUMBERLAND ADVISORS INC 59,089$15,618,0005.38%
Jackson Financial Management 33,920$8,966,0004.63%
Concorde Asset Management, LLC 25,242$6,672,0004.62%
BANK HAPOALIM BM 77,000$20,353,0004.47%
SPC Financial, Inc. 68,564$18,123,0003.32%
Milestone Advisory Partners 23,135$6,115,0003.21%
MinichMacGregor Wealth Management, LLC 21,666$5,726,0003.19%
View complete list of ISHARES TR shareholders