Ken Stern & Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 141 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 6.33 and the average weighting 0.4%.

Quarter-by-quarter ownership
Ken Stern & Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$3,351,000
+13.4%
14,730
-0.0%
1.46%
+6.9%
Q2 2018$2,956,000
-62.3%
14,732
-68.7%
1.36%
-61.9%
Q2 2017$7,840,000
+3.1%
47,032
-2.4%
3.58%
+0.3%
Q1 2017$7,604,00048,2043.57%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 216,108$10,196,0005.87%
CUMBERLAND ADVISORS INC 308,050$14,534,0005.79%
Crumly & Associates Inc. 241,605$11,399,0004.70%
Ulrich Consultants & Investment Group, LLC 115,045$5,428,0004.19%
Safeguard Investment Advisory Group, LLC 124,770$5,886,0004.03%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,499$8,138,0003.87%
Flaharty Asset Management, LLC 378,713$17,868,0003.68%
Madden Advisory Services, Inc. 81,074$3,825,0003.06%
Ahrens Investment Partners LLC 121,933$5,753,0003.03%
Stonebridge Financial Planning Group, LLC 91,759$4,329,0003.03%
View complete list of ISHARES TR shareholders