Baltimore-Washington Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
Baltimore-Washington Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$19,251,740
-13.5%
396,943
+0.7%
1.56%
-12.2%
Q2 2023$22,261,617
+24.6%
394,290
+19.2%
1.77%
+12.8%
Q1 2023$17,861,834
+1.6%
330,897
-1.1%
1.57%
-8.5%
Q4 2022$17,588,730
+12.0%
334,577
+4.5%
1.72%
+30.3%
Q3 2022$15,709,000
-3.5%
320,042
-0.8%
1.32%
-24.2%
Q2 2022$16,272,000
+5.4%
322,603
+587.7%
1.74%
+15.6%
Q1 2022$15,433,000
-26.8%
46,909
-85.4%
1.51%
-11.5%
Q4 2021$21,086,000
+7.7%
320,219
+2.7%
1.70%
-1.2%
Q3 2021$19,574,000
+9.7%
311,796
+531.2%
1.72%
+3.9%
Q2 2021$17,836,000
+16.2%
49,401
+6.3%
1.66%
+6.1%
Q1 2021$15,346,000
+7.4%
46,453
+6.4%
1.56%
+0.3%
Q4 2020$14,289,000
+18.3%
43,658
+8.3%
1.56%
-0.4%
Q3 2020$12,079,000
-66.1%
40,314
+15.6%
1.56%
-68.2%
Q2 2020$35,681,000
+381.3%
34,864
+6.0%
4.91%
+267.5%
Q1 2020$7,414,000
-4.8%
32,900
+11.6%
1.34%
+16.9%
Q4 2019$7,789,000
+10.2%
29,470
+3.0%
1.14%
-1.5%
Q3 2019$7,070,000
+2.7%
28,598
+0.0%
1.16%
+0.3%
Q2 2019$6,882,000
+5.5%
28,589
+1.5%
1.16%
+1.6%
Q1 2019$6,521,000
+28.7%
28,168
+11.1%
1.14%
+8.9%
Q4 2018$5,067,000
-12.6%
25,361
-0.4%
1.05%0.0%
Q3 2018$5,795,000
+49.8%
25,475
+32.1%
1.05%
+36.5%
Q2 2018$3,868,000
+30.1%
19,279
+19.9%
0.77%
+18.3%
Q1 2018$2,973,000
+67.7%
16,074
+57.2%
0.65%
+74.0%
Q4 2017$1,773,000
+70.2%
10,223
+63.9%
0.37%
+57.4%
Q3 2017$1,042,0006,2370.24%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders