FMA ADVISORY INC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 119 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.96 and the average weighting 0.2%.

Quarter-by-quarter ownership
FMA ADVISORY INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$3,139,000
-4.3%
12,274
-0.3%
1.17%
-3.9%
Q2 2021$3,280,000
+5.2%
12,310
-0.6%
1.22%
+26.5%
Q1 2021$3,118,000
+2.3%
12,384
-4.6%
0.96%
-5.2%
Q4 2020$3,047,000
+13.6%
12,985
-2.3%
1.02%
-4.9%
Q3 2020$2,682,000
+3.5%
13,291
-1.0%
1.07%
-8.2%
Q2 2020$2,591,000
+14.4%
13,424
-1.2%
1.16%
-5.4%
Q1 2020$2,265,000
-17.9%
13,587
-1.1%
1.23%
+11.1%
Q4 2019$2,758,000
+22.5%
13,734
-1.3%
1.11%
+13.4%
Q3 2019$2,251,000
-9.2%
13,919
-3.8%
0.98%
-11.2%
Q2 2019$2,479,000
+12.1%
14,462
+9.8%
1.10%
+8.9%
Q1 2019$2,212,000
+11.2%
13,172
+9.4%
1.01%
-1.8%
Q4 2018$1,989,000
-16.3%
12,041
+1.3%
1.03%
-3.3%
Q3 2018$2,376,000
+14.0%
11,891
+0.2%
1.06%
+8.5%
Q2 2018$2,084,000
+9.5%
11,864
-1.5%
0.98%
+5.7%
Q1 2018$1,903,000
+1.1%
12,049
+0.4%
0.93%
+4.9%
Q4 2017$1,882,000
+12.6%
12,001
+6.1%
0.88%
-9.5%
Q3 2017$1,671,000
-4.1%
11,313
-3.6%
0.98%
+9.2%
Q2 2017$1,743,000
+12.9%
11,736
+1.9%
0.90%
+14.0%
Q1 2017$1,544,000
-25.8%
11,516
-20.9%
0.78%
-39.7%
Q2 2015$2,080,000
+40.3%
14,552
+16.2%
1.30%
+151.8%
Q4 2014$1,483,000
+14.0%
12,525
+2.9%
0.52%
+7.9%
Q3 2014$1,301,000
+6.6%
12,173
+2.5%
0.48%
+6.4%
Q2 2014$1,221,000
+3.4%
11,871
-0.6%
0.45%
-2.8%
Q1 2014$1,181,000
+10.2%
11,945
+3.9%
0.46%
+5.7%
Q4 2013$1,072,000
+5.1%
11,494
-1.7%
0.44%
+7.6%
Q3 2013$1,020,000
+4.7%
11,693
+0.9%
0.41%
-1.0%
Q2 2013$974,00011,5910.41%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
XPONANCE, INC. 97,440$12,410,0004.57%
MinichMacGregor Wealth Management, LLC 24,757$3,153,0002.98%
SPC Financial, Inc. 60,819$7,747,0002.80%
Spruce Investment Advisors LLC 22,438$2,858,0001.62%
BerganKDV Wealth Management, LLC 40,389$5,009,0001.25%
HRT FINANCIAL LP 14,878$1,895,0001.15%
VICUS CAPITAL 30,717$3,912,0000.95%
Mirae Asset Global Investments Co., Ltd. 267,764$34,105,0000.88%
Glassman Wealth Services 7,400$943,0000.81%
Wharton Business Group, LLC 49,820$6,346,0000.75%
View complete list of ISHARES TR shareholders