Sigma Planning Corp - 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
Sigma Planning Corp ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,015,676
-16.7%
103,416
-3.0%
0.19%
-13.0%
Q2 2023$6,021,145
-24.7%
106,644
-28.0%
0.22%
-18.8%
Q1 2023$7,999,741
-0.7%
148,198
-3.3%
0.27%
-7.6%
Q4 2022$8,052,592
+1.0%
153,178
-9.3%
0.29%
-5.3%
Q3 2022$7,970,000
-8.1%
168,921
-1.8%
0.30%
+1.0%
Q2 2022$8,672,000
-25.9%
171,935
-10.4%
0.30%
-14.2%
Q1 2022$11,703,000
-8.1%
191,972
-0.8%
0.35%
-1.1%
Q4 2021$12,737,000
+5.5%
193,425
+0.6%
0.36%
-2.2%
Q3 2021$12,069,000
+1.3%
192,246
+482.4%
0.36%
+2.3%
Q2 2021$11,917,000
+3.0%
33,008
-5.7%
0.36%
-4.1%
Q1 2021$11,567,000
-6.1%
35,014
-7.0%
0.37%
-11.7%
Q4 2020$12,320,000
+11.7%
37,639
+2.3%
0.42%
-3.9%
Q3 2020$11,025,000
+50.6%
36,796
+33.1%
0.44%
+35.8%
Q2 2020$7,320,000
+1.5%
27,645
-13.6%
0.32%
-25.0%
Q1 2020$7,213,000
-29.1%
32,007
-16.8%
0.43%
-0.2%
Q4 2019$10,169,000
+8.6%
38,472
+1.6%
0.43%
-4.5%
Q3 2019$9,364,000
+26.4%
37,875
+23.1%
0.45%
+17.5%
Q2 2019$7,408,000
+45.0%
30,773
+39.4%
0.38%
+31.7%
Q1 2019$5,110,000
+812.5%
22,069
+687.1%
0.29%
+607.3%
Q4 2018$560,000
-13.2%
2,804
-1.1%
0.04%
+7.9%
Q3 2018$645,000
+56.9%
2,834
+38.5%
0.04%
+35.7%
Q2 2018$411,000
+35.2%
2,046
+24.5%
0.03%
+27.3%
Q1 2018$304,000
+15.6%
1,643
+8.4%
0.02%
+10.0%
Q4 2017$263,000
+4.0%
1,516
-0.1%
0.02%
-4.8%
Q3 2017$253,000
-3.1%
1,517
-3.0%
0.02%
-16.0%
Q2 2017$261,000
-60.8%
1,564
-71.2%
0.02%
-73.1%
Q4 2015$665,000
+2.8%
5,426
-6.6%
0.09%
-9.7%
Q3 2015$647,000
-7.3%
5,812
-0.3%
0.10%
+7.3%
Q2 2015$698,000
-14.5%
5,829
-14.1%
0.10%
-11.1%
Q1 2015$816,000
+0.5%
6,782
-5.5%
0.11%
+0.9%
Q4 2014$812,0007,1770.11%
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