Advisors Capital Management, 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
Advisors Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$379
-4.8%
7,814
+10.8%
0.01%
+11.1%
Q2 2023$398
+5.3%
7,055
+0.7%
0.01%
-10.0%
Q1 2023$378
+2.2%
7,008
-0.6%
0.01%0.0%
Q4 2022$370
-99.9%
7,047
-7.1%
0.01%0.0%
Q3 2022$388,000
-16.0%
7,584
-17.2%
0.01%
-28.6%
Q2 2022$462,000
+2.0%
9,154
+23.1%
0.01%
+16.7%
Q1 2022$453,000
+9.4%
7,439
+18.5%
0.01%
+9.1%
Q4 2021$414,000
+22.1%
6,279
+16.2%
0.01%
+10.0%
Q3 2021$339,000
+4.3%
5,403
+499.7%
0.01%0.0%
Q2 2021$325,000
+9.8%
901
+0.4%
0.01%0.0%
Q1 2021$296,000
+8.0%
897
+7.0%
0.01%0.0%
Q4 2020$274,000
+7.0%
838
-1.9%
0.01%
-16.7%
Q3 2020$256,000
+21.3%
854
+7.0%
0.01%
+20.0%
Q2 2020$211,0007980.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders