WBH ADVISORY INC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$203,595
-16.6%
3,606
-24.2%
0.02%
-27.3%
Q2 2022$244,000
-58.5%
4,756
-54.4%
0.03%
-54.2%
Q1 2022$588,000
-28.2%
10,429
-16.2%
0.07%
-22.6%
Q4 2021$819,000
-35.6%
12,444
-38.5%
0.09%
-45.6%
Q3 2021$1,271,00020,2480.17%
Other shareholders
ISHARES TR shareholders Q1 2022
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