Advisory Alpha, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
Advisory Alpha, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$305,438
-8.6%
6,297
+6.4%
0.02%
-5.9%
Q2 2023$334,133
+61.1%
5,918
+54.0%
0.02%
+30.8%
Q1 2023$207,384
+1.3%
3,842
-1.4%
0.01%
-7.1%
Q4 2022$204,816
-4.7%
3,896
-8.7%
0.01%
-12.5%
Q2 2022$215,000
-17.3%
4,269
+0.0%
0.02%
-5.9%
Q1 2022$260,000
-3.3%
4,268
+4.3%
0.02%
+6.2%
Q4 2021$269,000
-52.0%
4,091
+138.8%
0.02%
-86.1%
Q4 2020$561,000
+6912.5%
1,713
+6244.4%
0.12%
+5650.0%
Q3 2020$8,000
-99.9%
27
-15.6%
0.00%0.0%
Q1 2020$8,139,000
+51.4%
32
+60.0%
0.00%
+100.0%
Q4 2019$5,376,000
+12.4%
200.0%0.00%0.0%
Q3 2019$4,782,000200.00%
Other shareholders
ISHARES TR shareholders Q3 2023
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