ROPES WEALTH ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$117,000
+2.6%
357
-6.5%
0.02%
-18.2%
Q3 2020$114,000
+12.9%
3820.0%0.02%
+4.8%
Q2 2020$101,000
-11.4%
382
-24.7%
0.02%
-27.6%
Q1 2020$114,000
-36.7%
507
-25.4%
0.03%
-25.6%
Q4 2019$180,000
+7.1%
6800.0%0.04%
+8.3%
Q3 2019$168,000
+2.4%
6800.0%0.04%
+2.9%
Q2 2019$164,000
+4.5%
6800.0%0.04%
-16.7%
Q1 2019$157,000
+3.3%
680
-10.4%
0.04%
-4.5%
Q4 2018$152,000
-36.9%
759
-28.4%
0.04%
-26.7%
Q3 2018$241,000
-2.8%
1,060
-14.3%
0.06%
-10.4%
Q2 2018$248,000
-27.1%
1,237
-32.7%
0.07%
-28.0%
Q1 2018$340,000
+6.6%
1,8390.0%0.09%
+12.0%
Q4 2017$319,000
-25.5%
1,839
-28.2%
0.08%
-28.4%
Q3 2017$428,000
+0.2%
2,5630.0%0.12%
-4.1%
Q2 2017$427,000
+10.1%
2,5630.0%0.12%
+8.0%
Q1 2017$388,000
+13.1%
2,563
-0.6%
0.11%
+3.7%
Q4 2016$343,000
-8.5%
2,5780.0%0.11%
-15.0%
Q3 2016$375,000
+7.4%
2,5780.0%0.13%
+4.1%
Q2 2016$349,000
+10.4%
2,5780.0%0.12%
-12.9%
Q1 2016$316,000
+28.5%
2,578
+28.5%
0.14%
+29.6%
Q4 2015$246,000
+10.3%
2,0070.0%0.11%
-7.7%
Q3 2015$223,000
+18.0%
2,007
+27.1%
0.12%
+13.6%
Q2 2015$189,000
-0.5%
1,5790.0%0.10%
+4.0%
Q1 2015$190,0001,5790.10%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders