Welch Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 544 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.34 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 Q1 2023
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 35,928$8,220,0005.50%
MinichMacGregor Wealth Management, LLC 30,934$7,148,0005.37%
CUMBERLAND ADVISORS INC 64,084$14,837,0005.14%
LUCAS CAPITAL MANAGEMENT 17,762$4,112,0004.86%
STRINGER ASSET MANAGEMENT, LLC 18,718$4,334,0004.37%
Concorde Asset Management, LLC 26,879$6,223,0004.02%
SPC Financial, Inc. 78,363$18,143,0003.88%
Q3 Asset Management 95,921$1,265,0003.41%
BANK HAPOALIM BM 61,052$14,135,0003.39%
SWARTHMORE GROUP INC 3,050$706,0003.03%
View complete list of ISHARES TR shareholders