1834 INVESTMENT ADVISORS CO - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
1834 INVESTMENT ADVISORS CO ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$225,583
+2.7%
4,1790.0%0.03%
-12.9%
Q4 2022$219,690
+4.1%
4,1790.0%0.03%
+3.3%
Q2 2022$211,000
-17.3%
4,1790.0%0.03%
-3.2%
Q1 2022$255,000
-7.3%
4,1790.0%0.03%0.0%
Q4 2021$275,000
-3.8%
4,179
-8.4%
0.03%
-11.4%
Q3 2021$286,000
+4.4%
4,560
+500.0%
0.04%
+6.1%
Q2 2021$274,000
+9.2%
7600.0%0.03%
+3.1%
Q1 2021$251,000
-7.0%
760
-7.8%
0.03%
-11.1%
Q4 2020$270,000
+9.3%
8240.0%0.04%0.0%
Q3 2020$247,000
+18.2%
824
+4.2%
0.04%
+9.1%
Q2 2020$209,000
+17.4%
7910.0%0.03%
-2.9%
Q1 2020$178,000
-14.8%
7910.0%0.03%
+6.2%
Q4 2019$209,000
-3.2%
791
-9.4%
0.03%
+3.2%
Q3 2019$216,000
+2.9%
8730.0%0.03%
-3.1%
Q2 2019$210,000
+6.6%
873
+2.3%
0.03%
+6.7%
Q1 2019$197,000
+11.3%
853
-3.5%
0.03%0.0%
Q4 2018$177,000
-27.2%
884
-17.3%
0.03%
-14.3%
Q3 2018$243,000
+13.6%
1,0690.0%0.04%
+2.9%
Q2 2018$214,000
+8.1%
1,0690.0%0.03%0.0%
Q1 2018$198,000
+2.1%
1,069
-4.5%
0.03%
+9.7%
Q4 2017$194,000
-66.2%
1,119
-70.5%
0.03%
-71.8%
Q1 2017$574,000
+4.7%
3,790
-7.9%
0.11%
-0.9%
Q4 2016$548,000
-11.6%
4,115
-3.5%
0.11%
-17.8%
Q3 2016$620,000
+7.3%
4,2650.0%0.14%
+8.0%
Q2 2016$578,000
+7.4%
4,265
-2.8%
0.12%
+1.6%
Q1 2016$538,0000.0%4,3900.0%0.12%
-2.4%
Q4 2015$538,000
+10.0%
4,3900.0%0.13%
+4.1%
Q3 2015$489,000
-8.1%
4,390
-1.1%
0.12%
-16.6%
Q2 2015$532,000
-0.4%
4,4400.0%0.14%0.0%
Q1 2015$534,000
+6.4%
4,4400.0%0.14%
+4.3%
Q4 2014$502,000
+13.8%
4,4400.0%0.14%
+13.9%
Q3 2014$441,000
-2.6%
4,4400.0%0.12%
-0.8%
Q2 2014$453,000
+3.2%
4,4400.0%0.12%
-4.7%
Q1 2014$439,000
+6.6%
4,4400.0%0.13%
+6.6%
Q4 2013$412,000
+4.8%
4,440
-4.3%
0.12%
-6.2%
Q3 2013$393,000
+6.2%
4,640
-1.6%
0.13%
+1.6%
Q2 2013$370,0004,7150.13%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders