Private Ocean, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.

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 2023
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