Financial Enhancement Group LLC - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 361 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.4%.

Quarter-by-quarter ownership
Financial Enhancement Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$771,573
+3.2%
17,238
+0.7%
0.15%
+7.2%
Q2 2023$747,878
+10.8%
17,110
+4.7%
0.14%
+5.3%
Q1 2023$674,968
+0.7%
16,347
-1.2%
0.13%
+1.6%
Q4 2022$670,366
-2.7%
16,540
-2.1%
0.13%
-18.9%
Q3 2022$689,000
+7.5%
16,900
+3.7%
0.16%
+15.2%
Q2 2022$641,000
+7.6%
16,294
+21.8%
0.14%
+25.5%
Q1 2022$596,000
+0.5%
13,375
+3.4%
0.11%
+5.8%
Q4 2021$593,000
+2.8%
12,940
+9.2%
0.10%
-4.6%
Q3 2021$577,000
+19.5%
11,849
+8.6%
0.11%
+10.1%
Q2 2021$483,000
+13.1%
10,906
+7.8%
0.10%
+13.8%
Q1 2021$427,000
-12.3%
10,114
-16.4%
0.09%
-16.3%
Q4 2020$487,000
+18.2%
12,099
-0.5%
0.10%
+8.3%
Q3 2020$412,000
+16.4%
12,154
-0.5%
0.10%
+7.9%
Q2 2020$354,000
+58.0%
12,211
+31.6%
0.09%
+32.8%
Q1 2020$224,0009,2770.07%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Euclidean Capital LLC 4,850,288$214,479,73623.40%
Glovista Investments LLC 554,048$24,639,06914.62%
Virtus Fund Advisers, LLC 40,789$1,803,69012.78%
SUN LIFE FINANCIAL INC 2,426,800$107,3137.90%
Lake Hills Wealth Management, LLC 158,106$6,991,4477.08%
Rice Partnership, LLC 492,523$21,779,3676.16%
PEAK FINANCIAL ADVISORS LLC 119,340$5,277,2155.70%
Watershed Asset Management, L.L.C. 100,000$4,422,0005.21%
PRIMORIS WEALTH ADVISORS, LLC 89,267$3,947,3854.77%
INTREPID FAMILY OFFICE LLC 50,000$2,211,0003.54%
View complete list of ISHARES TR shareholders