TRUE Private Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
TRUE Private Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$291,000
-45.3%
881
-45.9%
0.05%
-47.2%
Q4 2020$532,000
-28.8%
1,628
-34.7%
0.09%
-30.5%
Q3 2020$747,000
-16.0%
2,493
-25.7%
0.13%
-21.5%
Q2 2020$889,000
+1085.3%
3,357
+896.1%
0.16%
+918.8%
Q1 2020$75,000
-15.7%
3370.0%0.02%
+14.3%
Q4 2019$89,000
+56.1%
337
+42.2%
0.01%
+40.0%
Q2 2019$57,000
-99.9%
2370.0%0.01%
+25.0%
Q3 2018$53,938,000
+1735.9%
237
-98.9%
0.01%
-99.2%
Q3 2016$2,938,00020,7700.94%
Other shareholders
ISHARES TR shareholders Q3 2023
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