VALLEY FINANCIAL MANAGEMENT, INC. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 568 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.43 and the average weighting 0.3%.

Quarter-by-quarter ownership
VALLEY FINANCIAL MANAGEMENT, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,709,270
+2.7%
30,274
-1.8%
0.88%
-14.0%
Q1 2023$1,664,905
+46.5%
30,843
+42.6%
1.03%
+62.6%
Q4 2022$1,136,82621,6250.63%
Other shareholders
ISHARES TR shareholders Q2 2023
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