Samalin Investment Counsel, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 381 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 4.68 and the average weighting 0.4%.

Quarter-by-quarter ownership
Samalin Investment Counsel, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$224,000
-7.4%
3,6800.0%0.14%
-6.2%
Q4 2021$242,000
+4.8%
3,680
+0.1%
0.14%
-3.3%
Q3 2021$231,000
+4.5%
3,675
+500.5%
0.15%
+4.9%
Q2 2021$221,000
-4.3%
612
-12.7%
0.14%
-7.7%
Q1 2021$231,000
+0.4%
7010.0%0.16%
-10.4%
Q4 2020$230,000
+9.5%
7010.0%0.17%
-7.5%
Q3 2020$210,000
+23.5%
701
+8.7%
0.19%
+30.8%
Q4 2019$170,0006450.14%
Other shareholders
ISHARES TR shareholders Q4 2019
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