Endurance Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.

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 Q4 2022
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders