Venturi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 485 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 6.33 and the average weighting 0.5%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$440,574
-51.7%
9,084
-43.8%
0.04%
-52.1%
Q2 2023$912,734
+90.2%
16,166
+81.9%
0.07%
+87.2%
Q1 2023$479,776
+3.2%
8,888
+0.5%
0.04%
-4.9%
Q4 2022$464,929
+11.5%
8,8440.0%0.04%
+2.5%
Q3 2022$417,000
-48.1%
8,844
+263.8%
0.04%
-48.1%
Q1 2021$803,000
-29.4%
2,431
-30.1%
0.08%
-34.7%
Q4 2020$1,138,000
+20.6%
3,476
+10.3%
0.12%
+8.3%
Q3 2020$944,000
+22.4%
3,151
+8.2%
0.11%
+4.8%
Q2 2020$771,0002,9110.10%
Other shareholders
ISHARES TR shareholders Q3 2020
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