Arete Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 544 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.3%.

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 Q1 2023
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders