SRS Capital Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 172 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.67 and the average weighting 0.1%.

Quarter-by-quarter ownership
SRS Capital Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$29,532
-3.8%
1200.0%0.00%0.0%
Q2 2023$30,696
+3.5%
1200.0%0.00%0.0%
Q1 2023$29,666
-7.6%
1200.0%0.00%0.0%
Q4 2022$32,123
+3.6%
1200.0%0.00%
-20.0%
Q3 2022$31,0000.0%1200.0%0.01%0.0%
Q2 2022$31,000
-8.8%
1200.0%0.01%0.0%
Q1 2022$34,000
-2.9%
1200.0%0.01%
+25.0%
Q4 2021$35,000
+12.9%
1200.0%0.00%0.0%
Q3 2021$31,000
-3.1%
1200.0%0.00%0.0%
Q2 2021$32,000
+14.3%
1200.0%0.00%0.0%
Q4 2020$28,000
+16.7%
1200.0%0.00%0.0%
Q3 2020$24,000
+4.3%
1200.0%0.00%0.0%
Q2 2020$23,000
+15.0%
1200.0%0.00%
-20.0%
Q1 2020$20,000
-16.7%
1200.0%0.01%
-28.6%
Q4 2019$24,000
+26.3%
1200.0%0.01%
+16.7%
Q3 2019$19,000
-9.5%
1200.0%0.01%
-14.3%
Q2 2019$21,000
+5.0%
1200.0%0.01%
-12.5%
Q4 2018$20,000
-16.7%
1200.0%0.01%
-20.0%
Q3 2018$24,0001200.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
XPONANCE, INC. 97,440$12,410,0004.57%
MinichMacGregor Wealth Management, LLC 24,757$3,153,0002.98%
SPC Financial, Inc. 60,819$7,747,0002.80%
Spruce Investment Advisors LLC 22,438$2,858,0001.62%
BerganKDV Wealth Management, LLC 40,389$5,009,0001.25%
HRT FINANCIAL LP 14,878$1,895,0001.15%
VICUS CAPITAL 30,717$3,912,0000.95%
Mirae Asset Global Investments Co., Ltd. 267,764$34,105,0000.88%
Glassman Wealth Services 7,400$943,0000.81%
Wharton Business Group, LLC 49,820$6,346,0000.75%
View complete list of ISHARES TR shareholders