Triangle Securities Wealth Management - 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
Triangle Securities Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$749,180
-14.1%
15,4470.0%0.27%
-11.3%
Q2 2023$872,138
+3.1%
15,447
-1.4%
0.30%
-0.7%
Q1 2023$845,705
+2.4%
15,667
-0.3%
0.30%
-0.3%
Q4 2022$825,717
+11.4%
15,7070.0%0.30%0.0%
Q3 2022$741,000
-13.9%
15,707
-8.0%
0.30%
-9.6%
Q2 2022$861,000
-14.2%
17,075
+3.8%
0.34%
-0.3%
Q1 2022$1,003,000
-11.1%
16,457
-3.9%
0.34%
-4.8%
Q4 2021$1,128,000
+4.6%
17,125
-0.3%
0.35%
-3.6%
Q3 2021$1,078,000
+0.4%
17,175
+477.3%
0.37%
+0.8%
Q2 2021$1,074,000
+5.4%
2,975
-3.6%
0.36%
-1.4%
Q1 2021$1,019,000
+0.6%
3,085
-0.3%
0.37%
-8.2%
Q4 2020$1,013,000
+8.2%
3,095
-1.0%
0.40%
-5.2%
Q3 2020$936,000
+10.1%
3,125
-2.6%
0.42%
+3.9%
Q2 2020$850,000
+14.1%
3,210
-2.9%
0.41%
-5.1%
Q1 2020$745,000
-18.4%
3,305
-4.3%
0.43%
+8.3%
Q4 2019$913,000
+8.9%
3,455
+1.9%
0.40%
-3.4%
Q3 2019$838,000
-1.8%
3,390
-3.7%
0.41%
-5.3%
Q2 2019$853,000
+3.3%
3,522
-1.3%
0.43%0.0%
Q1 2019$826,000
+15.8%
3,5670.0%0.43%
+2.9%
Q4 2018$713,000
-12.3%
3,567
-0.2%
0.42%
-2.5%
Q3 2018$813,000
+13.4%
3,5750.0%0.43%
+7.7%
Q2 2018$717,000
+6.9%
3,575
-1.4%
0.40%
+4.2%
Q1 2018$671,000
+6.7%
3,6250.0%0.38%
+7.2%
Q4 2017$629,000
+4.0%
3,6250.0%0.36%
-0.3%
Q3 2017$605,000
-2.9%
3,625
-3.1%
0.36%
-12.6%
Q2 2017$623,000
+10.1%
3,7400.0%0.41%
+14.1%
Q1 2017$566,000
+13.7%
3,7400.0%0.36%
+8.4%
Q4 2016$498,000
-8.5%
3,7400.0%0.33%
-11.4%
Q3 2016$544,000
-6.0%
3,740
-12.5%
0.38%
-13.0%
Q2 2016$579,000
+4.5%
4,275
-5.4%
0.43%
+19.7%
Q1 2016$554,000
+8.6%
4,520
-1.3%
0.36%
-6.5%
Q3 2015$510,000
-17.3%
4,580
-11.1%
0.39%
-11.5%
Q2 2015$617,000
-2.4%
5,150
-1.9%
0.44%
-0.5%
Q1 2015$632,000
+6.4%
5,2500.0%0.44%
+3.5%
Q4 2014$594,000
+9.8%
5,250
-3.6%
0.42%
+1.7%
Q3 2014$541,000
-2.5%
5,4450.0%0.42%
-2.1%
Q2 2014$555,000
+5.7%
5,445
-20.7%
0.42%
-10.0%
Q1 2014$525,000
+4.0%
6,865
+26.1%
0.47%
+15.1%
Q4 2013$505,000
+9.5%
5,4450.0%0.41%
+2.0%
Q3 2013$461,000
-14.5%
5,445
-20.7%
0.40%
+0.8%
Q2 2013$539,0006,8650.40%
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