Destination Wealth Management - 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
Destination Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,562,887
-14.6%
32,224
-0.6%
0.06%
-10.3%
Q2 2023$1,830,404
+0.4%
32,419
-4.0%
0.07%
-1.4%
Q1 2023$1,823,742
+4.9%
33,786
+2.2%
0.07%0.0%
Q4 2022$1,737,767
+11.4%
33,0560.0%0.07%
+4.5%
Q3 2022$1,560,000
-10.2%
33,056
-4.0%
0.07%
-5.7%
Q2 2022$1,738,000
-19.3%
34,450
-2.5%
0.07%
-12.5%
Q1 2022$2,154,000
-7.9%
35,338
-0.5%
0.08%
-3.6%
Q4 2021$2,338,000
-3.2%
35,504
-7.7%
0.08%
-11.7%
Q3 2021$2,415,000
-2.6%
38,470
+460.1%
0.09%
-2.1%
Q2 2021$2,480,000
+8.0%
6,868
-1.2%
0.10%
+1.1%
Q1 2021$2,296,000
-4.2%
6,950
-5.1%
0.10%
-8.7%
Q4 2020$2,397,000
+5.6%
7,323
-3.3%
0.10%
-9.6%
Q3 2020$2,270,000
+11.4%
7,576
-1.5%
0.12%
+4.5%
Q2 2020$2,037,000
+21.8%
7,695
+3.7%
0.11%
+6.8%
Q1 2020$1,673,000
+5669.0%
7,423
+6085.8%
0.10%
+5050.0%
Q2 2019$29,000
+3.6%
1200.0%0.00%0.0%
Q1 2019$28,0001200.00%
Other shareholders
ISHARES TR shareholders Q4 2020
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