FOUNDERS FINANCIAL SECURITIES LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
FOUNDERS FINANCIAL SECURITIES LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,220,893
-8.9%
25,173
+6.0%
0.16%
-10.7%
Q2 2023$1,340,798
+4.3%
23,748
-0.3%
0.18%
-4.3%
Q1 2023$1,285,338
-1.9%
23,811
-4.5%
0.18%
-10.2%
Q4 2022$1,310,424
+10.9%
24,927
-0.5%
0.21%
-1.4%
Q3 2022$1,182,000
-0.2%
25,048
+6.7%
0.21%
-9.5%
Q2 2022$1,184,000
-26.8%
23,480
-11.5%
0.23%
-19.5%
Q1 2022$1,618,000
-5.7%
26,538
+1.9%
0.29%
-6.8%
Q4 2021$1,715,000
+17.4%
26,040
+11.9%
0.31%
+4.8%
Q3 2021$1,461,000
+6.5%
23,266
+512.1%
0.29%
+8.1%
Q2 2021$1,372,000
+10.9%
3,801
+1.5%
0.27%
-4.6%
Q1 2021$1,237,000
+8.7%
3,745
+7.7%
0.28%
+4.4%
Q4 2020$1,138,000
+21.6%
3,477
+11.3%
0.27%
-8.4%
Q3 2020$936,000
-83.7%
3,123
-87.6%
0.30%
-81.3%
Q3 2018$5,732,000
+16.0%
25,198
+2.3%
1.59%
+4.7%
Q2 2018$4,941,000
+183.0%
24,623
+135.0%
1.52%
+129.1%
Q2 2017$1,746,000
+5.2%
10,480
-4.3%
0.66%
+5.2%
Q1 2017$1,659,000
-57.2%
10,956
-61.7%
0.63%
-64.5%
Q2 2016$3,875,00028,5841.78%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 212,008$13,961,0008.67%
Bullseye Investment Management, LLC 136,626$8,997,0006.55%
OGOREK ANTHONY JOSEPH /NY/ /ADV 200,973$13,234,0005.65%
Madden Advisory Services, Inc. 122,397$8,060,0005.29%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,067,020$70,270,0005.04%
CUMBERLAND ADVISORS INC 331,735$21,845,0004.58%
Safeguard Investment Advisory Group, LLC 110,697$7,289,0004.25%
Diversified, LLC 150,522$9,912,0004.19%
Flaharty Asset Management, LLC 343,176$22,598,0004.16%
Ahrens Investment Partners LLC 140,861$9,276,0004.10%
View complete list of ISHARES TR shareholders