United Asset Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
United Asset Strategies, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$269,644
-45.5%
5,129
+239.4%
0.04%
-51.3%
Q4 2020$495,000
+82.0%
1,511
+46.8%
0.08%
+47.2%
Q4 2019$272,000
+14.8%
1,029
+7.2%
0.05%
+1.9%
Q3 2019$237,000
-39.5%
960
-59.1%
0.05%
-76.6%
Q3 2017$392,0002,3450.22%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 31,099$3,461,0005.25%
XPONANCE, INC. 109,780$12,568,0004.86%
Brookstone Capital Management 157,277$17,503,0003.17%
Clal Insurance Enterprises Holdings Ltd 1,052,215$117,273,0003.04%
BTR CAPITAL MANAGEMENT INC 68,084$7,577,0001.81%
LUCAS CAPITAL MANAGEMENT 26,724$2,974,0001.72%
EXENCIAL WEALTH ADVISORS, LLC 20,896$2,326,0001.14%
Janney Capital Management LLC 193,467$21,531,0000.98%
Wharton Business Group, LLC 84,781$9,435,0000.93%
Baker Avenue Asset Management, LP 44,375$4,938,0000.87%
View complete list of ISHARES TR shareholders