Glassman Wealth Services - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 558 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.49 and the average weighting 0.4%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$29,223
-7.7%
6030.0%0.01%
-16.7%
Q4 2022$31,675
+13.1%
6030.0%0.01%0.0%
Q3 2022$28,000
-6.7%
6030.0%0.01%0.0%
Q2 2022$30,000
-18.9%
6030.0%0.01%
-14.3%
Q1 2022$37,000
+270.0%
603
+302.0%
0.01%
+250.0%
Q4 2021$10,000
-78.7%
150
-80.1%
0.00%
-80.0%
Q3 2021$47,000
+4.4%
753
+497.6%
0.01%
+11.1%
Q2 2021$45,000
+9.8%
126
+0.8%
0.01%0.0%
Q1 2021$41,000
-37.9%
125
-37.5%
0.01%
+12.5%
Q4 2020$66,000
+120.0%
200
+100.0%
0.01%0.0%
Q3 2020$30,000
+11.1%
1000.0%0.01%0.0%
Q2 2020$27,000
+17.4%
1000.0%0.01%
-11.1%
Q1 2020$23,000
-11.5%
1000.0%0.01%
-10.0%
Q4 2019$26,0001000.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 212,008$13,961,0008.67%
Bullseye Investment Management, LLC 136,626$8,997,0006.55%
OGOREK ANTHONY JOSEPH /NY/ /ADV 200,973$13,234,0005.65%
Madden Advisory Services, Inc. 122,397$8,060,0005.29%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,067,020$70,270,0005.04%
CUMBERLAND ADVISORS INC 331,735$21,845,0004.58%
Safeguard Investment Advisory Group, LLC 110,697$7,289,0004.25%
Diversified, LLC 150,522$9,912,0004.19%
Flaharty Asset Management, LLC 343,176$22,598,0004.16%
Ahrens Investment Partners LLC 140,861$9,276,0004.10%
View complete list of ISHARES TR shareholders