Private Ocean, 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
Private Ocean, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$678
-88.7%
12
-91.3%
0.00%
-100.0%
Q2 2022$6,000
-25.0%
1380.0%0.00%0.0%
Q1 2022$8,000
-11.1%
1380.0%0.00%0.0%
Q4 2021$9,0000.0%1380.0%0.00%0.0%
Q3 2021$9,000
+12.5%
138
+500.0%
0.00%0.0%
Q2 2021$8,000
-46.7%
23
-48.9%
0.00%
-66.7%
Q1 2021$15,000
-54.5%
45
-70.0%
0.00%
-66.7%
Q1 2020$33,000
-13.2%
1500.0%0.01%0.0%
Q3 2019$38,000
+5.6%
150
-1.3%
0.01%
-10.0%
Q2 2019$36,0001520.01%
Other shareholders
ISHARES TR shareholders Q3 2021
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