Dakota Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 167 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 10.57 and the average weighting 0.1%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$232,000
-29.3%
909
-29.3%
0.02%
-36.7%
Q2 2022$328,000
-25.8%
1,285
-17.8%
0.03%
-16.7%
Q1 2022$442,000
-2.6%
1,5640.0%0.04%
-25.0%
Q4 2021$454,000
+11.8%
1,564
-1.4%
0.05%
+2.1%
Q3 2021$406,000
-4.0%
1,5860.0%0.05%
-6.0%
Q2 2021$423,000
+6.0%
1,5860.0%0.05%
-3.8%
Q1 2021$399,000
+7.3%
1,5860.0%0.05%
+8.3%
Q4 2020$372,000
+16.2%
1,5860.0%0.05%
-4.0%
Q3 2020$320,000
+4.6%
1,5860.0%0.05%
-3.8%
Q2 2020$306,000
+15.9%
1,5860.0%0.05%
-10.3%
Q1 2020$264,000
-17.0%
1,5860.0%0.06%
+13.7%
Q4 2019$318,000
+7.8%
1,586
-13.0%
0.05%0.0%
Q3 2019$295,000
-13.5%
1,824
-8.2%
0.05%
-21.5%
Q2 2019$341,000
+2.1%
1,9870.0%0.06%
-1.5%
Q1 2019$334,000
-20.1%
1,987
-4.9%
0.07%
-30.5%
Q4 2018$418,0000.0%2,0900.0%0.10%
+1.1%
Q3 2018$418,000
+17.7%
2,090
+3.5%
0.09%
-5.1%
Q2 2018$355,000
+6.3%
2,020
-4.5%
0.10%
-42.4%
Q1 2018$334,000
-0.6%
2,116
-1.2%
0.17%
-3.4%
Q4 2017$336,000
+4.7%
2,141
-1.4%
0.18%
+2.3%
Q3 2017$321,000
-2.4%
2,171
-2.1%
0.17%
-4.4%
Q2 2017$329,000
-3.2%
2,217
-12.7%
0.18%
-8.5%
Q1 2017$340,000
+0.9%
2,539
-5.6%
0.20%
-8.3%
Q4 2016$337,000
+0.3%
2,691
-0.7%
0.22%
-0.5%
Q3 2016$336,000
-6.9%
2,711
-4.2%
0.22%
-10.3%
Q2 2016$361,000
-8.4%
2,831
-12.5%
0.24%
-14.1%
Q1 2016$394,000
-5.7%
3,234
-3.7%
0.28%0.0%
Q4 2015$418,000
-2.1%
3,358
-2.6%
0.28%
-3.4%
Q3 2015$427,000
-15.4%
3,448
-2.5%
0.29%
-3.9%
Q2 2015$505,000
+2.4%
3,535
-4.6%
0.30%
+4.1%
Q1 2015$493,000
+11.3%
3,704
-1.0%
0.29%
+5.8%
Q4 2014$443,0003,7420.28%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
SFI Advisors, LLC 9,356$2,393,2652.27%
MARTIN & CO INC /TN/ 18,896$4,833,6611.22%
Terra Nova Asset Management LLC 5,059$1,293,9931.18%
Wharton Business Group, LLC 67,110$17,1671.13%
Phoenix Holdings Ltd. 210,000$53,718,0001.10%
Mason & Associates Inc 13,765$3,521,1541.04%
BANK HAPOALIM BM 21,415$5,4780.78%
Thrive Capital Management, LLC 5,261$1,345,7900.77%
Financial Freedom, LLC 3,702$947,0670.66%
Carl P. Sherr & Co., LLC 3,381$864,8600.57%
View complete list of ISHARES TR shareholders