IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 544 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.3%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$913,262
-81.0%
18,829
-49.7%
0.04%
-61.3%
Q2 2023$4,811,324
+0.4%
37,434
+56.6%
0.11%
-49.3%
Q1 2023$4,793,963
+26236.1%
23,900
-73.7%
0.21%
-57.0%
Q4 2022$18,203
-99.9%
90,827
-12.3%
0.49%
-10.2%
Q3 2022$20,749,000
-3.7%
103,536
-3.7%
0.54%
-20.2%
Q2 2022$21,556,000
-20.3%
107,569
-20.3%
0.68%
+101.2%
Q1 2022$27,053,000
+1401.3%
134,989
+395.7%
0.34%
+862.9%
Q4 2021$1,802,000
+77.2%
27,231
+68.5%
0.04%
+75.0%
Q3 2021$1,017,000
+24.5%
16,161
+613.2%
0.02%
+17.6%
Q2 2021$817,000
-21.6%
2,266
-28.0%
0.02%
-15.0%
Q1 2021$1,042,000
-47.0%
3,147
-47.6%
0.02%
-75.0%
Q4 2020$1,965,000
+55.2%
6,009
+42.4%
0.08%
+5.3%
Q3 2020$1,266,000
+44.9%
4,221
+25.3%
0.08%
+10.1%
Q2 2020$874,000
+253.8%
3,370
+202.2%
0.07%
+176.0%
Q1 2020$247,000
-76.3%
1,115
-71.3%
0.02%
-67.9%
Q4 2019$1,042,000
-56.2%
3,891
-60.2%
0.08%
-50.9%
Q3 2019$2,377,000
+155.6%
9,781
+142.3%
0.16%
+25.2%
Q1 2019$930,000
-60.6%
4,037
-66.3%
0.13%
-11.8%
Q4 2018$2,361,000
-11.7%
11,993
+2.0%
0.14%
+32.1%
Q3 2018$2,675,000
+45.3%
11,758
+28.2%
0.11%
+41.6%
Q2 2018$1,841,000
+33.5%
9,173
+15.4%
0.08%
+22.2%
Q1 2018$1,379,0000.0%7,9490.0%0.06%0.0%
Q4 2017$1,379,000
+0.9%
7,949
-2.9%
0.06%
+16.7%
Q3 2017$1,367,000
-59.6%
8,183
-59.7%
0.05%
-62.2%
Q2 2017$3,384,000
-21.8%
20,313
-29.0%
0.14%
-24.3%
Q1 2017$4,330,000
+16.6%
28,595
+2.5%
0.19%
+5.6%
Q4 2016$3,715,000
+154.1%
27,899
+177.4%
0.18%
+135.5%
Q3 2016$1,462,000
+1.0%
10,059
-5.8%
0.08%
-6.2%
Q2 2016$1,447,000
+55.6%
10,674
+164.4%
0.08%
-36.2%
Q1 2016$930,000
-24.5%
4,037
-59.8%
0.13%
+53.0%
Q4 2015$1,231,00010,0500.08%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 291,204$15,308,5946.63%
Hobart Private Capital, LLC 181,847$9,559,6976.47%
J Arnold Wealth Management Co 240,573$12,646,9366.24%
Hall Private Wealth Advisors 207,876$10,928,0416.21%
FinDec Wealth Services, Inc. 129,539$6,809,8435.63%
Safeguard Investment Advisory Group, LLC 130,804$6,877,4454.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,433$9,0123.92%
RPg Family Wealth Advisory, LLC 96,861$5,091,9833.49%
Flaharty Asset Management, LLC 344,242$18,096,8253.39%
Madden Advisory Services, Inc. 84,630$4,449,0213.33%
View complete list of ISHARES TR shareholders