Glassman Wealth Services - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

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 Q3 2022
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders