Janney Montgomery Scott LLC - 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
Janney Montgomery Scott LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,297
-16.9%
171,067
-3.3%
0.03%
-11.4%
Q2 2023$9,985
+0.1%
176,858
-4.3%
0.04%
-14.6%
Q1 2023$9,978
-5.6%
184,840
-8.0%
0.04%0.0%
Q4 2022$10,565
-99.9%
200,964
-5.8%
0.04%
-4.7%
Q3 2022$10,063,000
-6.4%
213,282
-0.1%
0.04%
-12.2%
Q2 2022$10,752,000
-29.6%
213,558
-14.8%
0.05%
-24.6%
Q1 2022$15,272,000
-8.9%
250,527
-1.6%
0.06%0.0%
Q4 2021$16,770,000
+7.4%
254,677
+2.4%
0.06%
-3.0%
Q3 2021$15,610,000
+8.6%
248,642
+524.4%
0.07%
+6.3%
Q2 2021$14,378,000
-63.9%
39,824
-67.0%
0.06%
-67.4%
Q1 2021$39,811,000
-28.8%
120,508
-29.5%
0.19%
-28.5%
Q4 2020$55,920,000
+9.7%
170,853
+0.4%
0.27%
-7.2%
Q3 2020$50,983,000
+19.0%
170,160
+5.1%
0.29%
+7.4%
Q2 2020$42,853,000
+648.3%
161,851
+536.9%
0.27%
+502.2%
Q1 2020$5,727,000
-38.3%
25,414
-27.6%
0.04%
-26.2%
Q4 2019$9,284,000
+4.2%
35,125
-2.5%
0.06%
-6.2%
Q3 2019$8,909,000
-14.3%
36,034
-16.5%
0.06%
-18.8%
Q2 2019$10,392,000
-1.5%
43,170
-5.3%
0.08%
-8.0%
Q1 2019$10,551,000
+58.6%
45,568
+36.9%
0.09%
+35.9%
Q4 2018$6,651,000
+73.9%
33,287
+97.9%
0.06%
+93.9%
Q3 2018$3,825,000
+35.9%
16,816
+19.9%
0.03%
+22.2%
Q2 2018$2,814,000
+39.7%
14,022
+28.8%
0.03%
+35.0%
Q1 2018$2,015,000
+47.8%
10,890
+38.7%
0.02%
+42.9%
Q4 2017$1,363,000
+1.9%
7,854
-1.9%
0.01%
-6.7%
Q3 2017$1,338,000
-6.8%
8,010
-7.0%
0.02%
-16.7%
Q2 2017$1,436,000
+53.4%
8,617
+39.5%
0.02%
+50.0%
Q1 2017$936,000
+14.1%
6,179
+0.3%
0.01%0.0%
Q4 2016$820,000
-47.6%
6,161
-42.7%
0.01%
-57.1%
Q3 2016$1,564,000
-29.9%
10,760
-34.6%
0.03%
-39.1%
Q2 2016$2,232,000
+53.3%
16,462
+38.5%
0.05%
+21.1%
Q1 2016$1,456,000
+37.5%
11,889
+37.5%
0.04%
+40.7%
Q4 2015$1,059,000
+33.7%
8,646
+21.4%
0.03%
+22.7%
Q3 2015$792,000
-99.9%
7,121
-11.5%
0.02%
+10.0%
Q2 2015$963,348,000
+99419.4%
8,046
+0.0%
0.02%
+11.1%
Q1 2015$968,000
-99.9%
8,045
+31.6%
0.02%
+28.6%
Q4 2014$691,668,000
+38.3%
6,115
+21.5%
0.01%
+40.0%
Q3 2014$500,280,000
-1.5%
5,033
+1.1%
0.01%
-9.1%
Q2 2014$507,754,000
+4.7%
4,977
+1.4%
0.01%
-8.3%
Q1 2014$484,762,000
-15.9%
4,906
-21.0%
0.01%
-20.0%
Q4 2013$576,721,000
+10.5%
6,214
+0.9%
0.02%
-6.2%
Q3 2013$521,690,0006,1600.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 291,204$15,308,5946.63%
Hobart Private Capital, LLC 181,847$9,559,6976.47%
J Arnold Wealth Management Co 240,573$12,646,9366.24%
Hall Private Wealth Advisors 207,876$10,928,0416.21%
FinDec Wealth Services, Inc. 129,539$6,809,8435.63%
Safeguard Investment Advisory Group, LLC 130,804$6,877,4454.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,433$9,0123.92%
RPg Family Wealth Advisory, LLC 96,861$5,091,9833.49%
Flaharty Asset Management, LLC 344,242$18,096,8253.39%
Madden Advisory Services, Inc. 84,630$4,449,0213.33%
View complete list of ISHARES TR shareholders