Allworth Financial LP - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$79,678
-61.5%
1,643
-55.1%
0.00%
-50.0%
Q2 2023$206,831
+5.3%
3,663
+0.6%
0.00%0.0%
Q1 2023$196,461
-11.8%
3,640
-14.1%
0.00%0.0%
Q4 2022$222,801
+38.4%
4,238
+24.2%
0.00%0.0%
Q3 2022$161,000
+45.0%
3,411
+54.5%
0.00%0.0%
Q2 2022$111,000
-21.3%
2,208
-4.3%
0.00%0.0%
Q1 2022$141,000
+38.2%
2,308
+49.0%
0.00%
+100.0%
Q4 2021$102,000
+5.2%
1,5490.0%0.00%
-50.0%
Q3 2021$97,000
+10.2%
1,549
+537.4%
0.00%0.0%
Q2 2021$88,000
+10.0%
2430.0%0.00%0.0%
Q1 2021$80,000
+14.3%
243
+14.1%
0.00%0.0%
Q4 2020$70,000
+62.8%
213
+47.9%
0.00%
+100.0%
Q3 2020$43,000
-10.4%
144
-20.0%
0.00%0.0%
Q2 2020$48,000
+50.0%
180
+25.9%
0.00%0.0%
Q1 2020$32,000
-15.8%
143
-0.7%
0.00%0.0%
Q4 2019$38,000
+8.6%
144
+0.7%
0.00%0.0%
Q3 2019$35,000
+20.7%
143
+17.2%
0.00%0.0%
Q2 2019$29,000
-12.1%
122
-14.1%
0.00%0.0%
Q1 2019$33,000
+560.0%
142
+425.9%
0.00%
Q4 2018$5,000
-16.7%
270.0%0.00%
Q3 2018$6,000
+20.0%
270.0%0.00%
Q2 2018$5,0000.0%270.0%0.00%
Q1 2018$5,0000.0%270.0%0.00%
Q4 2017$5,0000.0%270.0%0.00%
Q3 2017$5,000
+25.0%
270.0%0.00%
Q2 2017$4,0000.0%270.0%0.00%
Q1 2017$4,000270.00%
Other shareholders
ISHARES TR shareholders Q4 2022
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