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 ↓
Concorde Asset Management, LLC 22,979$5,227,0005.10%
LUCAS CAPITAL MANAGEMENT 18,486$4,205,0005.09%
CUMBERLAND ADVISORS INC 32,750$7,450,0004.99%
MinichMacGregor Wealth Management, LLC 32,249$7,343,0004.84%
PFM Health Sciences, LP 1,233,000$280,483,0004.11%
Donoghue Forlines LLC 212,300$48,294,0003.77%
SPC Financial, Inc. 78,356$17,824,0003.57%
Q3 Asset Management 6,687$1,521,0002.94%
Milestone Advisory Partners 17,129$3,897,0002.76%
Karp Capital Management Corp 34,583$7,867,0002.71%
View complete list of ISHARES TR shareholders