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 ↓
Concorde Asset Management, LLC 22,979$5,227,0005.10%
LUCAS CAPITAL MANAGEMENT 18,486$4,205,0005.09%
CUMBERLAND ADVISORS INC 32,750$7,450,0004.99%
MinichMacGregor Wealth Management, LLC 32,249$7,343,0004.84%
PFM Health Sciences, LP 1,233,000$280,483,0004.11%
Donoghue Forlines LLC 212,300$48,294,0003.77%
SPC Financial, Inc. 78,356$17,824,0003.57%
Q3 Asset Management 6,687$1,521,0002.94%
Milestone Advisory Partners 17,129$3,897,0002.76%
Karp Capital Management Corp 34,583$7,867,0002.71%
View complete list of ISHARES TR shareholders