Arete Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 562 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$450
+13.9%
7,972
+9.0%
0.04%
+25.0%
Q1 2023$395
-100.0%
7,317
-24.5%
0.03%
-28.9%
Q4 2022$509,634,320
+117057.3%
9,694
+5.2%
0.04%
+4.7%
Q3 2022$435,000
-96.1%
9,213
-96.4%
0.04%
-96.2%
Q2 2022$11,049,000
+2281.2%
254,577
+3247.5%
1.12%
+2764.1%
Q1 2022$464,000
-33.6%
7,605
-28.9%
0.04%
-35.0%
Q4 2021$699,000
+3.6%
10,689
-0.6%
0.06%
-18.9%
Q3 2021$675,000
+16.4%
10,756
+568.1%
0.07%
-8.6%
Q2 2021$580,000
-5.5%
1,610
-13.3%
0.08%
+3.8%
Q1 2021$614,0001,8580.08%
Other shareholders
ISHARES TR shareholders Q3 2021
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