Verity Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
Verity Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$250,513
-99.9%
4,437
+3.9%
0.19%
-10.6%
Q3 2022$201,506,000
+81152.4%
4,271
+521.7%
0.21%
+52.9%
Q2 2021$248,000
-85.1%
687
-92.4%
0.14%
-91.0%
Q1 2018$1,667,000
-6.8%
9,009
-3.7%
1.52%
+12.6%
Q4 2017$1,789,000
+7.1%
9,354
-3.3%
1.35%
+6.1%
Q3 2017$1,670,000
-17.6%
9,678
-20.4%
1.27%
-16.4%
Q2 2017$2,026,000
+11.3%
12,159
+1.1%
1.52%
+0.9%
Q1 2017$1,821,00012,0291.51%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 212,008$13,961,0008.67%
Bullseye Investment Management, LLC 136,626$8,997,0006.55%
OGOREK ANTHONY JOSEPH /NY/ /ADV 200,973$13,234,0005.65%
Madden Advisory Services, Inc. 122,397$8,060,0005.29%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,067,020$70,270,0005.04%
CUMBERLAND ADVISORS INC 331,735$21,845,0004.58%
Safeguard Investment Advisory Group, LLC 110,697$7,289,0004.25%
Diversified, LLC 150,522$9,912,0004.19%
Flaharty Asset Management, LLC 343,176$22,598,0004.16%
Ahrens Investment Partners LLC 140,861$9,276,0004.10%
View complete list of ISHARES TR shareholders