B. Riley Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 557 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.4%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$7,088,022
+27.7%
126,481
+10.8%
0.18%
+20.0%
Q1 2024$5,549,156
-19.5%
114,143
-10.6%
0.15%
-19.4%
Q4 2023$6,894,375
+24.2%
127,745
+11.9%
0.19%
+24.0%
Q3 2023$5,549,156
-21.7%
114,143
-9.1%
0.15%
-5.7%
Q2 2023$7,090,300
-6.4%
125,581
-10.5%
0.16%
-21.3%
Q1 2023$7,574,428
+6.1%
140,319
+3.3%
0.20%
+1.0%
Q4 2022$7,137,759
+25.7%
135,776
+12.8%
0.20%
+16.3%
Q3 2022$5,679,000
+391.3%
120,360
+425.3%
0.17%
+251.0%
Q2 2022$1,156,000
-23.9%
22,913
-8.0%
0.05%
-2.0%
Q1 2022$1,519,000
-39.6%
24,908
-34.8%
0.05%
-30.6%
Q4 2021$2,515,000
-52.0%
38,192
-54.2%
0.07%
-56.9%
Q3 2021$5,235,000
+9.5%
83,373
+529.7%
0.17%
+7.7%
Q2 2021$4,781,000
-29.6%
13,241
-35.6%
0.16%
-35.4%
Q1 2021$6,790,000
+110.6%
20,551
+108.7%
0.24%
+39.5%
Q4 2020$3,224,000
+7.5%
9,849
-2.0%
0.17%
+7.5%
Q3 2020$2,999,000
+23.5%
10,047
+9.6%
0.16%
-1.2%
Q2 2020$2,428,000
+14182.4%
9,167
+6011.3%
0.16%
Q4 2014$17,000
-99.9%
1500.0%0.00%
-100.0%
Q2 2014$15,303,0001500.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 206,348$10,408,0005.84%
CUMBERLAND ADVISORS INC 318,930$16,087,0005.34%
Safeguard Investment Advisory Group, LLC 113,366$6,910,0004.25%
Hobart Private Capital, LLC 180,134$9,085,9594.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,233$8,687,0003.99%
Flaharty Asset Management, LLC 359,306$18,123,0003.68%
SFI Advisors, LLC 61,584$3,106,0003.44%
MIRABELLA FINANCIAL SERVICES LLP 678,887$34,262,0003.38%
Crumly & Associates Inc. 155,578$7,847,0003.26%
Ulrich Consultants & Investment Group, LLC 115,045$5,803,0003.18%
View complete list of ISHARES TR shareholders