Gradient Investments 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
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 Q3 2022
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 212,008$13,961,0008.67%
Bullseye Investment Management, LLC 136,626$8,997,0006.55%
OGOREK ANTHONY JOSEPH /NY/ /ADV 200,973$13,234,0005.65%
Madden Advisory Services, Inc. 122,397$8,060,0005.29%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,067,020$70,270,0005.04%
CUMBERLAND ADVISORS INC 331,735$21,845,0004.58%
Safeguard Investment Advisory Group, LLC 110,697$7,289,0004.25%
Diversified, LLC 150,522$9,912,0004.19%
Flaharty Asset Management, LLC 343,176$22,598,0004.16%
Ahrens Investment Partners LLC 140,861$9,276,0004.10%
View complete list of ISHARES TR shareholders