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

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
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 Q4 2021
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