Gradient Investments LLC - 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
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,462
+88.2%
92
+119.0%
0.00%
Q2 2023$2,371
+4.6%
420.0%0.00%
Q1 2023$2,267
+2.7%
420.0%0.00%
Q4 2022$2,208
+10.4%
420.0%0.00%
Q3 2022$2,000
-92.0%
42
-50.6%
0.00%
-100.0%
Q4 2020$25,0000.0%850.0%0.00%0.0%
Q3 2020$25,000
+733.3%
85
+608.3%
0.00%
Q3 2019$3,000
-92.1%
12
-92.3%
0.00%
-100.0%
Q2 2019$38,000
+123.5%
156
+73.3%
0.00%
+100.0%
Q1 2018$17,000
+6.2%
900.0%0.00%0.0%
Q4 2017$16,000900.00%
Other shareholders
ISHARES TR shareholders Q4 2020
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