J.W. COLE ADVISORS, INC. - 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
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$222,000
-56.5%
6,339
-46.9%
0.02%
-47.1%
Q1 2022$510,000
-8.1%
11,945
-4.0%
0.03%
-5.6%
Q4 2021$555,000
+34.7%
12,445
+30.2%
0.04%
+12.5%
Q2 2021$412,000
-36.9%
9,559
-44.1%
0.03%
-49.2%
Q1 2021$653,000
+31.4%
17,085
+38.8%
0.06%
+21.2%
Q4 2020$497,00012,3090.05%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,549$7,402,0003.31%
Royal Harbor Partners, LLC 114,403$4,936,0003.28%
CADINHA & CO LLC 400,407$17,278,0002.32%
AMARILLO NATIONAL BANK 156,996$6,775,0001.94%
Migdal Insurance & Financial Holdings Ltd. 2,590,845$111,795,0001.17%
LVM CAPITAL MANAGEMENT LTD/MI 167,800$7,241,0001.10%
RETIREMENT CAPITAL STRATEGIES 64,241$2,772,0001.06%
Wharton Business Group, LLC 142,366$6,143,0000.48%
Wealthcare Advisory Partners LLC 134,719$5,813,0000.39%
BAKER TILLY WEALTH MANAGEMENT, LLC 25,726$1,110,0000.18%
View complete list of ISHARES TR shareholders