Welch Group, 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
Welch Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$321,555
-14.1%
6,6300.0%0.02%
-9.5%
Q2 2023$374,330
+4.6%
6,6300.0%0.02%0.0%
Q1 2023$357,888
+1.9%
6,630
-0.7%
0.02%
+5.0%
Q4 2022$351,062
+12.2%
6,678
+0.7%
0.02%0.0%
Q3 2022$313,000
-6.3%
6,6300.0%0.02%0.0%
Q2 2022$334,000
-45.2%
6,630
-33.6%
0.02%
-42.9%
Q1 2022$609,000
-7.4%
9,9900.0%0.04%
-7.9%
Q4 2021$658,000
+4.9%
9,9900.0%0.04%
-9.5%
Q3 2021$627,000
-8.9%
9,990
+424.1%
0.04%
-10.6%
Q2 2021$688,000
+5.2%
1,906
-3.8%
0.05%0.0%
Q1 2021$654,0001,9810.05%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders