Transamerica Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 235 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.4%.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$19
-13.6%
380
-0.5%
0.00%0.0%
Q2 2023$22
+4.8%
3820.0%0.00%0.0%
Q1 2023$210.0%382
-1.3%
0.00%0.0%
Q4 2022$21
-97.9%
387
+2876.9%
0.00%
Q3 2022$1,0000.0%13
-7.1%
0.00%
Q2 2022$1,0000.0%14
+1300.0%
0.00%
Q2 2020$1,0000.0%10.0%0.00%
Q2 2019$1,0000.0%10.0%0.00%
Q4 2018$1,0000.0%10.0%0.00%
Q3 2018$1,0000.0%10.0%0.00%
Q2 2018$1,0000.0%10.0%0.00%
Q1 2018$1,0000.0%10.0%0.00%
Q4 2017$1,0000.0%10.0%0.00%
Q3 2017$1,0000.0%10.0%0.00%
Q2 2017$1,0000.0%10.0%0.00%
Q1 2017$1,0000.0%10.0%0.00%
Q4 2016$1,0000.0%10.0%0.00%
Q3 2016$1,000
-50.0%
1
-90.0%
0.00%
Q4 2014$2,000
-99.6%
10
-99.8%
0.00%
-100.0%
Q3 2014$449,000
+4.9%
4,515
+7.8%
0.04%
+10.8%
Q2 2014$428,0004,1900.04%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Concorde Asset Management, LLC 22,979$5,227,0005.10%
LUCAS CAPITAL MANAGEMENT 18,486$4,205,0005.09%
CUMBERLAND ADVISORS INC 32,750$7,450,0004.99%
MinichMacGregor Wealth Management, LLC 32,249$7,343,0004.84%
PFM Health Sciences, LP 1,233,000$280,483,0004.11%
Donoghue Forlines LLC 212,300$48,294,0003.77%
SPC Financial, Inc. 78,356$17,824,0003.57%
Q3 Asset Management 6,687$1,521,0002.94%
Milestone Advisory Partners 17,129$3,897,0002.76%
Karp Capital Management Corp 34,583$7,867,0002.71%
View complete list of ISHARES TR shareholders