Institute for Wealth Management, 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
Institute for Wealth Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,448,068
-12.3%
29,857
+2.1%
0.26%
-6.5%
Q2 2023$1,651,629
+4.3%
29,253
-0.3%
0.28%
-7.6%
Q1 2023$1,583,770
+2.1%
29,340
-0.5%
0.30%
-7.4%
Q4 2022$1,550,703
+19.1%
29,498
+6.9%
0.33%
+11.6%
Q3 2022$1,302,000
-4.4%
27,595
+2.2%
0.29%
+9.4%
Q2 2022$1,362,000
-13.1%
26,993
+5.0%
0.27%
+5.1%
Q1 2022$1,567,000
-4.4%
25,699
+3.2%
0.25%
-4.9%
Q4 2021$1,639,000
+11.1%
24,894
+5.9%
0.27%
+3.1%
Q3 2021$1,475,000
+19.7%
23,496
+588.6%
0.26%
+19.9%
Q2 2021$1,232,000
+15.4%
3,412
+5.5%
0.22%
+6.4%
Q1 2021$1,068,000
+20.1%
3,234
+19.1%
0.20%
+14.7%
Q4 2020$889,000
+61.6%
2,716
+48.1%
0.18%
+40.5%
Q3 2020$550,000
+24.2%
1,834
+9.7%
0.13%
+16.7%
Q2 2020$443,000
+28.0%
1,672
+8.8%
0.11%
+0.9%
Q1 2020$346,000
-22.2%
1,537
-8.6%
0.11%
+7.0%
Q4 2019$445,000
+113.9%
1,682
+100.0%
0.10%
+92.3%
Q3 2019$208,0008410.05%
Other shareholders
ISHARES TR shareholders Q4 2021
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