Stelac Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.

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 2021
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 212,008$13,961,0008.67%
Bullseye Investment Management, LLC 136,626$8,997,0006.55%
OGOREK ANTHONY JOSEPH /NY/ /ADV 200,973$13,234,0005.65%
Madden Advisory Services, Inc. 122,397$8,060,0005.29%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,067,020$70,270,0005.04%
CUMBERLAND ADVISORS INC 331,735$21,845,0004.58%
Safeguard Investment Advisory Group, LLC 110,697$7,289,0004.25%
Diversified, LLC 150,522$9,912,0004.19%
Flaharty Asset Management, LLC 343,176$22,598,0004.16%
Ahrens Investment Partners LLC 140,861$9,276,0004.10%
View complete list of ISHARES TR shareholders