Glassman Wealth Services - 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
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 2023
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 35,928$8,220,0005.50%
MinichMacGregor Wealth Management, LLC 30,934$7,148,0005.37%
CUMBERLAND ADVISORS INC 64,084$14,837,0005.14%
LUCAS CAPITAL MANAGEMENT 17,762$4,112,0004.86%
STRINGER ASSET MANAGEMENT, LLC 18,718$4,334,0004.37%
Concorde Asset Management, LLC 26,879$6,223,0004.02%
SPC Financial, Inc. 78,363$18,143,0003.88%
Q3 Asset Management 95,921$1,265,0003.41%
BANK HAPOALIM BM 61,052$14,135,0003.39%
SWARTHMORE GROUP INC 3,050$706,0003.03%
View complete list of ISHARES TR shareholders