SIGNATUREFD, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 97 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.33 and the average weighting 0.0%.

Quarter-by-quarter ownership
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,416
-1.2%
80.0%0.00%
Q2 2023$1,433
+36.2%
8
+33.3%
0.00%
Q1 2023$1,052
-86.8%
6
-88.0%
0.00%
Q3 2022$8,000
-20.0%
500.0%0.00%
Q2 2022$10,0000.0%500.0%0.00%
Q1 2022$10,0000.0%500.0%0.00%
Q4 2021$10,000
+11.1%
500.0%0.00%
Q3 2021$9,0000.0%500.0%0.00%
Q2 2021$9,0000.0%500.0%0.00%
Q1 2021$9,0000.0%500.0%0.00%
Q4 2020$9,000
+12.5%
500.0%0.00%
Q3 2020$8,0000.0%500.0%0.00%
Q2 2020$8,000
+14.3%
500.0%0.00%
-100.0%
Q1 2020$7,000
-12.5%
500.0%0.00%0.0%
Q4 2019$8,000
+14.3%
500.0%0.00%0.0%
Q3 2019$7,000
-12.5%
500.0%0.00%0.0%
Q2 2019$8,0000.0%500.0%0.00%0.0%
Q1 2019$8,000
+14.3%
500.0%0.00%0.0%
Q4 2018$7,000
-12.5%
500.0%0.00%0.0%
Q3 2018$8,0000.0%500.0%0.00%0.0%
Q2 2018$8,000
+14.3%
500.0%0.00%0.0%
Q1 2018$7,0000.0%500.0%0.00%0.0%
Q3 2016$7,000500.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Massachusetts Wealth Management 5,025$889,3280.82%
RiverFront Investment Group, LLC 36,114$6,3910.23%
CAHILL FINANCIAL ADVISORS INC 6,995$1,237,9110.21%
AFT, FORSYTH & COMPANY, INC. 1,325$234,4430.17%
Family Firm, Inc. 3,335$590,2370.17%
Asset Management Group, Inc. 4,120$729,2360.16%
Institute for Wealth Management, LLC. 3,370$596,3970.11%
Raab & Moskowitz Asset Management LLC 1,537$272,0190.10%
PATTEN & PATTEN INC/TN 5,876$1,039,9390.09%
SPINNAKER TRUST 6,100$1,079,5830.08%
View complete list of ISHARES TR shareholders