OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 549 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.4%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$57,640
+11.3%
1,0680.0%0.03%
+7.4%
Q3 2023$51,798
-14.1%
1,0680.0%0.03%
-10.0%
Q2 2023$60,299
+4.6%
1,0680.0%0.03%0.0%
Q1 2023$57,651
+2.7%
1,0680.0%0.03%0.0%
Q4 2022$56,145
+12.3%
1,0680.0%0.03%
+11.1%
Q3 2022$50,000
-7.4%
1,0680.0%0.03%0.0%
Q2 2022$54,000
-16.9%
1,0680.0%0.03%0.0%
Q1 2022$65,000
-7.1%
1,0680.0%0.03%0.0%
Q4 2021$70,000
-1.4%
1,068
-5.3%
0.03%
-10.0%
Q3 2021$71,000
+4.4%
1,128
+500.0%
0.03%
+42.9%
Q2 2021$68,000
+9.7%
1880.0%0.02%
+16.7%
Q1 2021$62,000
+1.6%
1880.0%0.02%
-5.3%
Q4 2020$61,000
-29.1%
188
-34.5%
0.02%
-34.5%
Q3 2020$86,000
+17.8%
287
+3.6%
0.03%
+16.0%
Q2 2020$73,000
+4.3%
277
-11.2%
0.02%
-13.8%
Q1 2020$70,000
-65.9%
312
-59.7%
0.03%
-52.5%
Q4 2019$205,000
+201.5%
775
+179.8%
0.06%
+190.5%
Q3 2019$68,000
+1.5%
277
+0.4%
0.02%
-4.5%
Q2 2019$67,000
+4.7%
2760.0%0.02%
+4.8%
Q1 2019$64,000
+16.4%
2760.0%0.02%
+10.5%
Q4 2018$55,000
-28.6%
276
-18.1%
0.02%
-9.5%
Q3 2018$77,000
+40.0%
337
+22.1%
0.02%
+31.2%
Q2 2018$55,000
+7.8%
276
+0.4%
0.02%
+6.7%
Q1 2018$51,000
+50.0%
275
-1.4%
0.02%
+36.4%
Q1 2015$34,000
+6.2%
2790.0%0.01%
+10.0%
Q4 2014$32,000
+6.7%
279
+0.4%
0.01%0.0%
Q3 2014$30,000
+7.1%
2780.0%0.01%
+11.1%
Q2 2014$28,0002780.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders