STRATEGY ASSET MANAGERS LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
STRATEGY ASSET MANAGERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,035,739
-15.1%
21,355
-1.1%
0.27%0.0%
Q2 2023$1,219,618
+7.4%
21,601
+2.6%
0.27%
-2.2%
Q1 2023$1,136,018
+111933.3%
21,045
+9.1%
0.28%
+7.4%
Q4 2022$1,014
-99.9%
19,292
+14.3%
0.26%
+19.4%
Q3 2022$796,000
+11.8%
16,877
+19.6%
0.22%
-1.4%
Q2 2022$712,000
-16.6%
14,107
+0.7%
0.22%
+18.4%
Q1 2022$854,000
+34.1%
14,013
+44.9%
0.18%
+12.1%
Q4 2021$637,000
-17.1%
9,671
-20.9%
0.16%
-3.5%
Q3 2021$768,000
+22.5%
12,228
+604.0%
0.17%
+28.6%
Q2 2021$627,000
+71.3%
1,737
+56.8%
0.13%
+58.3%
Q1 2021$366,000
+39.7%
1,108
+38.3%
0.08%
+33.3%
Q4 2020$262,000
+23.6%
801
+13.3%
0.06%
+14.5%
Q3 2020$212,0007070.06%
Other shareholders
ISHARES TR shareholders Q3 2023
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