Cornerstone Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 549 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.4%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$538,950
-14.8%
11,111
-0.8%
0.05%
-8.9%
Q2 2023$632,308
+8.2%
11,199
+3.4%
0.06%
-1.8%
Q1 2023$584,578
+12.4%
10,830
-1.7%
0.06%
-1.7%
Q3 2022$520,000
-21.2%
11,017
-15.8%
0.06%
-20.5%
Q2 2022$660,000
-72.9%
13,082
-67.3%
0.07%
-69.2%
Q1 2022$2,437,000
-9.3%
39,970
-1.8%
0.24%
-7.4%
Q4 2021$2,688,000
+4.7%
40,709
-0.5%
0.26%
-6.2%
Q3 2021$2,568,000
+16.9%
40,902
+572.5%
0.27%
+18.2%
Q2 2021$2,196,000
+21.1%
6,082
+10.8%
0.23%
+7.9%
Q1 2021$1,813,000
-9.6%
5,488
-10.4%
0.21%
-15.1%
Q4 2020$2,005,000
-4.9%
6,125
-12.9%
0.25%
-19.2%
Q3 2020$2,108,000
+9.9%
7,035
-2.9%
0.31%
+0.6%
Q2 2020$1,918,000
+78.8%
7,243
+52.2%
0.31%
+49.8%
Q1 2020$1,073,000
-8.2%
4,760
+7.6%
0.21%
+9.5%
Q4 2019$1,169,000
+8.4%
4,422
+1.4%
0.19%
-0.5%
Q3 2019$1,078,000
+1.4%
4,362
-0.8%
0.19%
-0.5%
Q2 2019$1,063,000
+296.6%
4,398
+808.7%
0.19%
+478.8%
Q1 2019$268,000
-56.2%
484
-84.1%
0.03%
-74.8%
Q4 2018$612,000
+92.5%
3,050
-94.3%
0.13%
+3175.0%
Q3 2018$318,000
-70.1%
53,500
-75.0%
0.00%
-66.7%
Q2 2018$1,062,000213,7540.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 212,008$13,961,0008.67%
Bullseye Investment Management, LLC 136,626$8,997,0006.55%
OGOREK ANTHONY JOSEPH /NY/ /ADV 200,973$13,234,0005.65%
Madden Advisory Services, Inc. 122,397$8,060,0005.29%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,067,020$70,270,0005.04%
CUMBERLAND ADVISORS INC 331,735$21,845,0004.58%
Safeguard Investment Advisory Group, LLC 110,697$7,289,0004.25%
Diversified, LLC 150,522$9,912,0004.19%
Flaharty Asset Management, LLC 343,176$22,598,0004.16%
Ahrens Investment Partners LLC 140,861$9,276,0004.10%
View complete list of ISHARES TR shareholders