Laird Norton Wetherby Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 275 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.87 and the average weighting 0.4%.

Quarter-by-quarter ownership
Laird Norton Wetherby Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$367,000
-6.4%
7,7700.0%0.03%
-3.7%
Q2 2022$392,000
-17.3%
7,7700.0%0.03%0.0%
Q1 2022$474,000
-7.4%
7,7700.0%0.03%
-6.9%
Q4 2021$512,000
+4.9%
7,7700.0%0.03%
-3.3%
Q3 2021$488,000
+0.4%
7,770
+477.7%
0.03%0.0%
Q2 2021$486,000
+20.6%
1,345
+10.2%
0.03%
-3.2%
Q1 2021$403,000
-15.9%
1,220
-16.7%
0.03%
-3.1%
Q4 2020$479,000
+28.8%
1,465
+18.1%
0.03%
-3.0%
Q3 2020$372,000
+10.4%
1,240
-2.7%
0.03%
+3.1%
Q2 2020$337,000
+22.1%
1,275
+4.1%
0.03%
+3.2%
Q1 2020$276,000
-14.8%
1,2250.0%0.03%
-3.1%
Q4 2019$324,000
+6.9%
1,2250.0%0.03%0.0%
Q3 2019$303,000
+2.7%
1,2250.0%0.03%0.0%
Q2 2019$295,000
+3.9%
1,2250.0%0.03%
-8.6%
Q1 2019$284,000
+15.9%
1,2250.0%0.04%0.0%
Q4 2018$245,000
-12.2%
1,2250.0%0.04%
+2.9%
Q3 2018$279,000
+13.4%
1,2250.0%0.03%
+3.0%
Q2 2018$246,000
+8.4%
1,2250.0%0.03%
+6.5%
Q1 2018$227,000
+6.6%
1,2250.0%0.03%
+3.3%
Q4 2017$213,000
+3.9%
1,2250.0%0.03%0.0%
Q3 2017$205,0001,2250.03%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 216,108$10,196,0005.87%
CUMBERLAND ADVISORS INC 308,050$14,534,0005.79%
Crumly & Associates Inc. 241,605$11,399,0004.70%
Ulrich Consultants & Investment Group, LLC 115,045$5,428,0004.19%
Safeguard Investment Advisory Group, LLC 124,770$5,886,0004.03%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,499$8,138,0003.87%
Flaharty Asset Management, LLC 378,713$17,868,0003.68%
Madden Advisory Services, Inc. 81,074$3,825,0003.06%
Ahrens Investment Partners LLC 121,933$5,753,0003.03%
Stonebridge Financial Planning Group, LLC 91,759$4,329,0003.03%
View complete list of ISHARES TR shareholders