Bruderman Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 192 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 27.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Bruderman Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$4,761,000
-23.7%
19,776
-26.6%
1.12%
-17.9%
Q1 2019$6,242,000
+10.5%
26,958
-4.7%
1.37%
-6.0%
Q4 2018$5,651,000
-6.8%
28,282
+6.1%
1.46%
+4.7%
Q3 2018$6,062,000
+29.3%
26,650
+14.1%
1.39%
+21.9%
Q2 2018$4,688,000
+21.1%
23,366
+11.7%
1.14%
+23.1%
Q1 2018$3,870,000
+18.3%
20,919
+11.0%
0.93%
+11.6%
Q4 2017$3,271,000
+16.7%
18,854
+12.4%
0.83%
+14.6%
Q3 2017$2,802,000
+18.0%
16,773
+17.7%
0.72%
+14.4%
Q2 2017$2,374,000
+25.3%
14,250
+13.9%
0.63%
+15.9%
Q1 2017$1,894,000
+21.6%
12,509
+6.9%
0.55%
+16.6%
Q4 2016$1,558,000
+1.1%
11,705
+10.4%
0.47%
+2.0%
Q3 2016$1,541,000
+29.4%
10,599
+20.6%
0.46%
+23.3%
Q2 2016$1,191,0008,7850.37%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 277,844$14,998,0196.15%
Hall Private Wealth Advisors 206,568$11,150,5415.81%
Concorde Asset Management, LLC 86,951$4,693,6025.56%
FinDec Wealth Services, Inc. 127,463$6,880,4535.20%
OGOREK ANTHONY JOSEPH /NY/ /ADV 163,060$8,8013.60%
Flaharty Asset Management, LLC 350,733$18,932,5943.38%
Somerset Group LLC 68,954$3,722,1373.24%
Madden Advisory Services, Inc. 84,560$4,564,5313.20%
Stonebridge Financial Planning Group, LLC 90,849$4,904,0553.16%
RPg Family Wealth Advisory, LLC 102,668$5,542,0193.04%
View complete list of ISHARES TR shareholders