Allworth Financial LP - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 575 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,606,055
-7.7%
46,198
-4.2%
0.02%
-15.0%
Q1 2024$2,824,732
-2.7%
48,212
-10.3%
0.02%
-9.1%
Q4 2023$2,901,958
+3542.1%
53,770
+3172.7%
0.02%
+2100.0%
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 Q1 2024
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 206,348$10,408,0005.84%
CUMBERLAND ADVISORS INC 318,930$16,087,0005.34%
Safeguard Investment Advisory Group, LLC 113,366$6,910,0004.25%
Hobart Private Capital, LLC 180,134$9,085,9594.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,233$8,687,0003.99%
Flaharty Asset Management, LLC 359,306$18,123,0003.68%
SFI Advisors, LLC 61,584$3,106,0003.44%
MIRABELLA FINANCIAL SERVICES LLP 678,887$34,262,0003.38%
Crumly & Associates Inc. 155,578$7,847,0003.26%
Ulrich Consultants & Investment Group, LLC 115,045$5,803,0003.18%
View complete list of ISHARES TR shareholders