Verity Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 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 Q4 2022
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