Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 148 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.04 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,025
-99.9%
4,148
-38.6%
0.08%
+25.4%
Q1 2021$1,819,000
+20.8%
6,759
+5.3%
0.06%
-1.6%
Q4 2020$1,506,000
+13.7%
6,417
-2.3%
0.06%
-3.0%
Q3 2020$1,325,000
-1.2%
6,566
-5.5%
0.07%
-10.8%
Q2 2020$1,341,000
+14.2%
6,945
-1.4%
0.07%
-14.9%
Q1 2020$1,174,000
-18.1%
7,045
-1.3%
0.09%
-20.2%
Q4 2019$1,433,000
+22.4%
7,140
-1.4%
0.11%
+12.4%
Q3 2019$1,171,000
-36.8%
7,242
-34.4%
0.10%
-53.1%
Q1 2019$1,852,000
-23.3%
11,034
-24.5%
0.21%
-39.5%
Q4 2018$2,416,00014,6240.34%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Gruss & Co., LLC 2,000$533,0001.93%
Ayalon Insurance Comp Ltd. 19,393$5,204,0001.73%
Rothschild Capital Partners, LLC 20,199$5,382,0001.72%
Wharton Business Group, LLC 66,570$17,738,0001.38%
MARTIN & CO INC /TN/ 18,410$4,906,0001.22%
FMA ADVISORY INC 12,310$3,280,0001.22%
Aveo Capital Partners, LLC 16,140$4,301,0000.95%
Terra Nova Asset Management LLC 3,666$977,0000.84%
ASSETMARK, INC 586,040$156,156,0000.72%
Carl P. Sherr & Co., LLC 3,465$923,0000.64%
View complete list of ISHARES TR shareholders