Cornerstone Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
Cornerstone Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$465,937
-14.1%
9,6070.0%0.08%
-13.7%
Q2 2023$542,408
+4.6%
9,607
+0.0%
0.10%
+2.2%
Q1 2023$518,551
+2.7%
9,6060.0%0.09%
-7.0%
Q4 2022$504,993
+78.4%
9,606
+60.1%
0.10%
+58.7%
Q3 2022$283,000
-6.6%
6,0000.0%0.06%
-8.7%
Q2 2022$303,000
-62.4%
6,000
-54.6%
0.07%
-43.9%
Q1 2022$805,000
-7.4%
13,2060.0%0.12%
-1.6%
Q4 2021$869,000
+4.8%
13,206
+0.0%
0.12%
-8.8%
Q3 2021$829,000
+4.3%
13,204
+500.2%
0.14%
+2.2%
Q2 2021$795,000
+50.3%
2,200
+37.5%
0.13%
+34.0%
Q1 2021$529,000
+1.0%
1,6000.0%0.10%
-5.7%
Q4 2020$524,000
+9.4%
1,6000.0%0.11%
-5.4%
Q3 2020$479,000
+13.0%
1,6000.0%0.11%
+0.9%
Q2 2020$424,000
+34.6%
1,600
+14.3%
0.11%
+15.6%
Q1 2020$315,0001,4000.10%
Other shareholders
ISHARES TR shareholders Q4 2020
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