Stelac Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
Stelac Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,135,714
+8.8%
105,891
+26.7%
2.80%
+32.9%
Q2 2023$4,719,502
+4.5%
83,6050.0%2.11%
+7.3%
Q1 2023$4,516,342
+2.8%
83,6050.0%1.96%
-1.4%
Q4 2022$4,395,115
+11.4%
83,6050.0%1.99%
+10.9%
Q3 2022$3,944,000
-6.6%
83,6050.0%1.80%
+5.8%
Q2 2022$4,221,000
+125.5%
83,605
+172.1%
1.70%
+152.2%
Q1 2022$1,872,000
-76.8%
30,729
-72.2%
0.67%
-69.2%
Q4 2021$8,078,000
+1.0%
110,580
-11.8%
2.19%
+2.0%
Q3 2021$7,995,000
+3.0%
125,422
+479.7%
2.14%
+21.1%
Q2 2021$7,760,000
+46.5%
21,636
+38.8%
1.77%
-9.4%
Q1 2021$5,298,000
-35.6%
15,589
-38.2%
1.95%
-8.1%
Q4 2020$8,226,00025,2102.13%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders