Willingdon Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 172 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.34 and the average weighting 0.3%.

Quarter-by-quarter ownership
Willingdon Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$1,0000.0%40.0%0.00%
Q4 2019$1,0000.0%40.0%0.00%
Q3 2019$1,0000.0%40.0%0.00%
Q2 2019$1,000
-99.8%
4
-99.8%
0.00%
-100.0%
Q1 2019$442,000
+15.4%
1,910
-0.3%
0.11%
-1.8%
Q4 2018$383,000
-10.5%
1,915
+1.9%
0.11%
-6.0%
Q3 2018$428,000
+18.2%
1,880
+4.3%
0.12%
+5.4%
Q2 2018$362,000
+12.8%
1,803
+4.0%
0.11%
+9.9%
Q1 2018$321,000
+15.5%
1,734
+8.2%
0.10%
+11.0%
Q4 2017$278,0001,6020.09%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 216,108$10,196,0005.87%
CUMBERLAND ADVISORS INC 308,050$14,534,0005.79%
Crumly & Associates Inc. 241,605$11,399,0004.70%
Ulrich Consultants & Investment Group, LLC 115,045$5,428,0004.19%
Safeguard Investment Advisory Group, LLC 124,770$5,886,0004.03%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,499$8,138,0003.87%
Flaharty Asset Management, LLC 378,713$17,868,0003.68%
Madden Advisory Services, Inc. 81,074$3,825,0003.06%
Ahrens Investment Partners LLC 121,933$5,753,0003.03%
Stonebridge Financial Planning Group, LLC 91,759$4,329,0003.03%
View complete list of ISHARES TR shareholders