Allworth Financial LP - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 179 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.1%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,137
-3.8%
290.0%0.00%
Q2 2023$7,419
+3.5%
290.0%0.00%
Q1 2023$7,170
-7.6%
290.0%0.00%
Q4 2022$7,763
+10.9%
290.0%0.00%
Q3 2022$7,0000.0%290.0%0.00%
Q2 2022$7,000
-12.5%
290.0%0.00%
Q1 2022$8,0000.0%290.0%0.00%
Q4 2021$8,000
+14.3%
290.0%0.00%
Q3 2021$7,000
-12.5%
290.0%0.00%
Q2 2021$8,000
+14.3%
290.0%0.00%
Q1 2021$7,0000.0%290.0%0.00%
Q4 2020$7,000
+16.7%
290.0%0.00%
Q3 2020$6,0000.0%290.0%0.00%
Q2 2020$6,000
+20.0%
290.0%0.00%
Q1 2020$5,000
-16.7%
290.0%0.00%
Q4 2019$6,000
+20.0%
290.0%0.00%
Q3 2019$5,0000.0%290.0%0.00%
Q2 2019$5,0000.0%290.0%0.00%
Q1 2019$5,0000.0%290.0%0.00%
Q4 2018$5,000
-16.7%
290.0%0.00%
Q3 2018$6,000
+20.0%
290.0%0.00%
Q2 2018$5,0000.0%290.0%0.00%
Q1 2018$5,0000.0%290.0%0.00%
Q4 2017$5,000
+25.0%
290.0%0.00%
Q3 2017$4,0000.0%290.0%0.00%
Q2 2017$4,0000.0%290.0%0.00%
Q1 2017$4,000290.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Gruss & Co., LLC 2,000$533,0001.93%
Ayalon Insurance Comp Ltd. 19,393$5,204,0001.73%
Rothschild Capital Partners, LLC 20,199$5,382,0001.72%
Wharton Business Group, LLC 66,570$17,738,0001.38%
MARTIN & CO INC /TN/ 18,410$4,906,0001.22%
FMA ADVISORY INC 12,310$3,280,0001.22%
Aveo Capital Partners, LLC 16,140$4,301,0000.95%
Terra Nova Asset Management LLC 3,666$977,0000.84%
ASSETMARK, INC 586,040$156,156,0000.72%
Carl P. Sherr & Co., LLC 3,465$923,0000.64%
View complete list of ISHARES TR shareholders