Endurance Wealth Management, Inc. - 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
Endurance Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$19
+5.6%
3360.0%0.00%0.0%
Q1 2023$180.0%3360.0%0.00%0.0%
Q4 2022$18
-99.9%
3360.0%0.00%0.0%
Q3 2022$16,000
-5.9%
3360.0%0.00%0.0%
Q2 2022$17,000
-15.0%
3360.0%0.00%0.0%
Q1 2022$20,000
-9.1%
3360.0%0.00%
+50.0%
Q4 2021$22,000
+4.8%
3360.0%0.00%0.0%
Q3 2021$21,000
+5.0%
336
+500.0%
0.00%0.0%
Q2 2021$20,000
+5.3%
560.0%0.00%0.0%
Q1 2021$19,000
+5.6%
560.0%0.00%0.0%
Q4 2020$18,000
+5.9%
560.0%0.00%
-33.3%
Q3 2020$17,000
+13.3%
560.0%0.00%
+50.0%
Q2 2020$15,000
+15.4%
560.0%0.00%0.0%
Q1 2020$13,000
-13.3%
560.0%0.00%0.0%
Q4 2019$15,000
+7.1%
560.0%0.00%0.0%
Q3 2019$14,000560.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 216,108$10,196,0005.87%
CUMBERLAND ADVISORS INC 308,050$14,534,0005.79%
Crumly & Associates Inc. 241,605$11,399,0004.70%
Ulrich Consultants & Investment Group, LLC 115,045$5,428,0004.19%
Safeguard Investment Advisory Group, LLC 124,770$5,886,0004.03%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,499$8,138,0003.87%
Flaharty Asset Management, LLC 378,713$17,868,0003.68%
Madden Advisory Services, Inc. 81,074$3,825,0003.06%
Ahrens Investment Partners LLC 121,933$5,753,0003.03%
Stonebridge Financial Planning Group, LLC 91,759$4,329,0003.03%
View complete list of ISHARES TR shareholders