Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 553 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
Q4 2023$2,267
-49.2%
42
-54.3%
0.00%
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 ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 22,202$5,847,0006.62%
J Arnold Wealth Management Co 17,375$4,593,0005.90%
LUCAS CAPITAL MANAGEMENT 17,325$4,579,0005.43%
CUMBERLAND ADVISORS INC 59,089$15,618,0005.38%
Jackson Financial Management 33,920$8,966,0004.63%
Concorde Asset Management, LLC 25,242$6,672,0004.62%
BANK HAPOALIM BM 77,000$20,353,0004.47%
SPC Financial, Inc. 68,564$18,123,0003.32%
Milestone Advisory Partners 23,135$6,115,0003.21%
MinichMacGregor Wealth Management, LLC 21,666$5,726,0003.19%
View complete list of ISHARES TR shareholders