Institute for Wealth Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

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 Q3 2022
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders