Endurance Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 568 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.43 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 Q2 2023
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 277,844$14,998,0196.15%
Hall Private Wealth Advisors 206,568$11,150,5415.81%
Concorde Asset Management, LLC 86,951$4,693,6025.56%
FinDec Wealth Services, Inc. 127,463$6,880,4535.20%
OGOREK ANTHONY JOSEPH /NY/ /ADV 163,060$8,8013.60%
Flaharty Asset Management, LLC 350,733$18,932,5943.38%
Somerset Group LLC 68,954$3,722,1373.24%
Madden Advisory Services, Inc. 84,560$4,564,5313.20%
Stonebridge Financial Planning Group, LLC 90,849$4,904,0553.16%
RPg Family Wealth Advisory, LLC 102,668$5,542,0193.04%
View complete list of ISHARES TR shareholders