SIGNATUREFD, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 562 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,280
-14.1%
470.0%0.00%
Q2 2023$2,654
+14.3%
47
+9.3%
0.00%
Q1 2023$2,321
+2.7%
430.0%0.00%
Q4 2022$2,261
+13.0%
430.0%0.00%
Q3 2022$2,0000.0%430.0%0.00%
Q2 2022$2,000
-89.5%
43
-85.9%
0.00%
-100.0%
Q1 2022$19,000
+850.0%
306
+750.0%
0.00%
Q4 2021$2,00036
+500.0%
0.00%
Q3 2021$0
-100.0%
60.0%0.00%
Q2 2021$2,0000.0%6
+20.0%
0.00%
Q1 2021$2,0000.0%50.0%0.00%
Q4 2020$2,000
+100.0%
50.0%0.00%
Q3 2020$1,0000.0%50.0%0.00%
Q2 2020$1,0000.0%50.0%0.00%
Q1 2020$1,0000.0%50.0%0.00%
Q4 2019$1,0000.0%50.0%0.00%
Q3 2019$1,0000.0%50.0%0.00%
Q2 2019$1,000
-83.3%
5
-80.8%
0.00%
-100.0%
Q1 2019$6,000
-60.0%
26
-74.0%
0.00%
-50.0%
Q3 2016$15,000
+275.0%
100
+112.8%
0.00%0.0%
Q2 2013$4,000470.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 212,008$13,961,0008.67%
Bullseye Investment Management, LLC 136,626$8,997,0006.55%
OGOREK ANTHONY JOSEPH /NY/ /ADV 200,973$13,234,0005.65%
Madden Advisory Services, Inc. 122,397$8,060,0005.29%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,067,020$70,270,0005.04%
CUMBERLAND ADVISORS INC 331,735$21,845,0004.58%
Safeguard Investment Advisory Group, LLC 110,697$7,289,0004.25%
Diversified, LLC 150,522$9,912,0004.19%
Flaharty Asset Management, LLC 343,176$22,598,0004.16%
Ahrens Investment Partners LLC 140,861$9,276,0004.10%
View complete list of ISHARES TR shareholders