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

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.33 and the average weighting 0.3%.

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 Q2 2022
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