HBK Sorce Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 167 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 10.57 and the average weighting 0.1%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$607,531
-5.3%
2,469
-1.6%
0.03%0.0%
Q2 2023$641,453
+1.5%
2,508
-1.9%
0.03%
-6.9%
Q1 2023$631,928
+43271.9%
2,556
-53.0%
0.03%
-25.6%
Q4 2022$1,457
-99.9%
5,434
-48.4%
0.04%
-78.3%
Q3 2022$2,690,000
-3.6%
10,525
-3.6%
0.18%
-12.6%
Q2 2022$2,791,000
-10.7%
10,922
-1.1%
0.21%
+20.5%
Q1 2022$3,126,000
-3.4%
11,046
-0.9%
0.17%
+4.3%
Q4 2021$3,236,000
+16.6%
11,145
+2.7%
0.16%
+7.2%
Q3 2021$2,776,000
-1.3%
10,852
+2.9%
0.15%
-1.3%
Q2 2021$2,812,000
+16.6%
10,551
+10.2%
0.16%
+7.6%
Q1 2021$2,411,000
+17.2%
9,576
+9.3%
0.14%
+13.4%
Q4 2020$2,057,000
+19.0%
8,762
+2.3%
0.13%
+3.3%
Q3 2020$1,729,000
+6.3%
8,565
+1.6%
0.12%
+2.5%
Q2 2020$1,627,0008,4280.12%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Prostatis Group LLC 34,177$8,625,8244.55%
Bullseye Investment Management, LLC 22,774$5,629,9614.12%
MARTIN & CO INC /TN/ 19,889$4,916,8211.26%
Terra Nova Asset Management LLC 4,831$1,194,2111.17%
BKA Wealth Consulting, Inc. 2,451$633,4121.14%
Future Financial Wealth Managment LLC 3,891$984,3451.08%
MENORA MIVTACHIM HOLDINGS LTD. 423,080$104,589,6071.08%
Mason & Associates Inc 13,282$3,283,4431.00%
Wharton Business Group, LLC 67,110$16,5900.99%
Thrive Capital Management, LLC 5,522$1,354,1560.85%
View complete list of ISHARES TR shareholders