Gerber Kawasaki Wealth & Investment Management - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.

Quarter-by-quarter ownership
Gerber Kawasaki Wealth & Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$15,013,385
-19.1%
309,546
-5.8%
1.02%
-17.9%
Q2 2023$18,548,675
-0.1%
328,527
-4.5%
1.24%
-15.1%
Q1 2023$18,572,280
-2.7%
344,056
-5.2%
1.47%
-13.3%
Q4 2022$19,088,096
+1.7%
363,099
-8.7%
1.69%
-3.2%
Q3 2022$18,764,000
-9.5%
397,718
-3.2%
1.75%
-11.1%
Q2 2022$20,734,000
-23.6%
411,063
-7.7%
1.97%
-11.1%
Q1 2022$27,135,000
-6.4%
445,138
+1.1%
2.21%
-4.0%
Q4 2021$28,984,000
+832.3%
440,156
+14057.5%
2.31%
+473.6%
Q3 2021$3,109,000
-88.0%
3,109
-95.7%
0.40%
-84.8%
Q2 2021$25,908,000
+10.1%
71,761
+0.8%
2.65%
-6.4%
Q1 2021$23,528,000
+9.5%
71,219
+8.5%
2.83%
-4.9%
Q4 2020$21,478,000
+47.9%
65,622
+19.6%
2.98%
-7.5%
Q2 2020$14,524,000
+55.4%
54,857
+32.2%
3.22%
+21.3%
Q1 2020$9,348,000
+101.7%
41,483
+136.5%
2.65%
+127.0%
Q4 2019$4,635,000
+16.9%
17,539
+9.4%
1.17%
+2.7%
Q3 2019$3,964,000
+7.7%
16,036
+4.9%
1.14%
+6.2%
Q2 2019$3,681,000
+15.7%
15,294
+11.3%
1.07%
+13.2%
Q1 2019$3,181,000
+47.2%
13,740
+27.0%
0.95%
+24.5%
Q4 2018$2,161,000
+24.2%
10,820
+41.6%
0.76%
+61.0%
Q3 2018$1,740,0007,6410.47%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 291,204$15,308,5946.63%
Hobart Private Capital, LLC 181,847$9,559,6976.47%
J Arnold Wealth Management Co 240,573$12,646,9366.24%
Hall Private Wealth Advisors 207,876$10,928,0416.21%
FinDec Wealth Services, Inc. 129,539$6,809,8435.63%
Safeguard Investment Advisory Group, LLC 130,804$6,877,4454.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,433$9,0123.92%
RPg Family Wealth Advisory, LLC 96,861$5,091,9833.49%
Flaharty Asset Management, LLC 344,242$18,096,8253.39%
Madden Advisory Services, Inc. 84,630$4,449,0213.33%
View complete list of ISHARES TR shareholders