Buffington Mohr McNeal - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 136 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
Buffington Mohr McNeal ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$943,418
+26.5%
24,498
+24.2%
0.21%
+32.9%
Q2 2023$745,924
+3.0%
19,723
-1.0%
0.16%
-3.0%
Q1 2023$724,201
+9.0%
19,923
-1.0%
0.17%
+7.1%
Q4 2022$664,461
-2.7%
20,123
+0.1%
0.16%
-5.5%
Q3 2022$683,000
-3.8%
20,110
-0.7%
0.16%
+5.1%
Q2 2022$710,000
-17.9%
20,2600.0%0.16%
-4.9%
Q1 2022$865,000
-3.0%
20,260
+1.4%
0.16%
+7.2%
Q4 2021$892,000
+6.3%
19,985
+3.5%
0.15%
-5.0%
Q3 2021$839,000
+7.6%
19,310
+6.8%
0.16%
+5.2%
Q2 2021$780,000
+14.2%
18,085
+1.1%
0.15%
+4.1%
Q1 2021$683,000
-4.1%
17,885
+1.4%
0.15%
-11.4%
Q4 2020$712,00017,6450.17%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
AMARILLO NATIONAL BANK 136,735$5,837,0001.13%
LVM CAPITAL MANAGEMENT LTD/MI 194,126$8,287,0001.10%
RETIREMENT CAPITAL STRATEGIES 59,735$2,509,0001.01%
Trinity Legacy Partners, LLC 65,164$2,782,0000.94%
Sierra Capital LLC 117,113$5,000,0000.79%
ALTERNA WEALTH MANAGEMENT, INC 20,842$890,0000.75%
Purus Wealth Management, LLC 18,383$785,0000.54%
Wharton Business Group, LLC 189,076$8,072,0000.49%
Wealthcare Advisory Partners LLC 173,859$7,422,0000.45%
WealthOne, LLC 27,739$1,184,0000.42%
View complete list of ISHARES TR shareholders