Advisory Services Network, LLC - 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
Advisory Services Network, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,510,059
-7.1%
31,135
+8.2%
0.04%
-4.7%
Q2 2023$1,624,709
+10.2%
28,776
+5.4%
0.04%
+4.9%
Q1 2023$1,474,378
-7.9%
27,313
-10.3%
0.04%
-16.3%
Q4 2022$1,600,674
+13.4%
30,448
+1.9%
0.05%
-2.0%
Q3 2022$1,411,000
-11.8%
29,881
-5.7%
0.05%
-9.1%
Q2 2022$1,599,000
-43.7%
31,690
-31.9%
0.06%
-34.5%
Q1 2022$2,839,000
-11.9%
46,557
-4.9%
0.08%
-9.7%
Q4 2021$3,223,000
+2.3%
48,936
-2.5%
0.09%
-7.0%
Q3 2021$3,150,000
+11.5%
50,166
+541.3%
0.10%
+12.4%
Q2 2021$2,824,000
-26.5%
7,823
-32.7%
0.09%
-37.8%
Q1 2021$3,841,000
-56.2%
11,626
-56.6%
0.14%
-59.4%
Q4 2020$8,768,000
+32.2%
26,787
+21.0%
0.35%
+12.8%
Q3 2020$6,634,000
+26.1%
22,143
+11.4%
0.31%
+8.0%
Q2 2020$5,262,000
+50.3%
19,871
+28.0%
0.29%
+26.2%
Q1 2020$3,500,000
+12.9%
15,530
+32.4%
0.23%
+40.5%
Q4 2019$3,101,000
+16.1%
11,730
+5.8%
0.16%
-0.6%
Q3 2019$2,670,0000.0%11,0900.0%0.16%0.0%
Q2 2019$2,670,000
+14.9%
11,090
+10.5%
0.16%
+0.6%
Q1 2019$2,324,000
+26.5%
10,038
+9.2%
0.16%
+1.9%
Q4 2018$1,837,000
+2.2%
9,194
+16.4%
0.16%
+22.1%
Q3 2018$1,797,000
+34.9%
7,901
+25.2%
0.13%
+29.7%
Q2 2018$1,332,000
+26.6%
6,312
+11.0%
0.10%
+20.2%
Q1 2018$1,052,000
+93.4%
5,685
+81.3%
0.08%
+78.7%
Q4 2017$544,000
+2166.7%
3,135
+2107.7%
0.05%
+1466.7%
Q3 2017$24,000
+20.0%
142
+21.4%
0.00%0.0%
Q2 2017$20,000
+122.2%
117
+101.7%
0.00%
+200.0%
Q1 2017$9,000
-62.5%
58
-70.1%
0.00%
-87.5%
Q4 2015$24,000
+9.1%
1940.0%0.01%
+14.3%
Q3 2015$22,000
-91.2%
194
-90.6%
0.01%
-90.4%
Q2 2015$249,000
+2.5%
2,072
+2.4%
0.07%
+9.0%
Q1 2015$243,000
+11.0%
2,024
+4.9%
0.07%
-1.5%
Q4 2014$219,000
+20.3%
1,929
-1.4%
0.07%
-25.3%
Q4 2013$182,0001,9560.09%
Other shareholders
ISHARES TR shareholders Q4 2020
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