BigSur Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 562 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
BigSur Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$405,383
+4.6%
7,1800.0%0.19%
+6.6%
Q1 2023$387,576
+2.7%
7,1800.0%0.18%0.0%
Q4 2022$377,453
+11.3%
7,1800.0%0.18%
+6.4%
Q3 2022$339,000
-6.4%
7,1800.0%0.17%0.0%
Q2 2022$362,000
-17.4%
7,1800.0%0.17%0.0%
Q1 2022$438,000
+29.6%
7,180
+40.0%
0.17%
+29.5%
Q4 2021$338,000
+5.0%
5,1300.0%0.13%
-9.0%
Q3 2021$322,000
+4.2%
5,130
+500.0%
0.14%
+4.3%
Q2 2021$309,000
+9.6%
8550.0%0.14%
-4.1%
Q1 2021$282,000
+0.7%
8550.0%0.14%
-8.2%
Q4 2020$280,000
+9.4%
8550.0%0.16%
-3.1%
Q3 2020$256,0008550.16%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders