Mutual Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 575 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,120,946
-9.1%
20,478
-2.7%
0.03%
-15.0%
Q1 2024$1,232,721
-65.4%
21,040
-68.2%
0.04%
-67.7%
Q4 2023$3,567,162
+148.9%
66,095
+123.7%
0.12%
+121.4%
Q3 2023$1,433,215
-18.1%
29,551
-4.7%
0.06%
-15.2%
Q2 2023$1,750,925
+16.0%
31,012
+10.9%
0.07%
+6.5%
Q1 2023$1,509,501
-17.0%
27,964
-19.1%
0.06%
-23.5%
Q4 2022$1,818,138
-2.0%
34,585
-12.1%
0.08%
-14.7%
Q3 2022$1,856,000
+0.9%
39,340
+7.9%
0.10%
-22.1%
Q2 2022$1,840,000
-7.6%
36,471
+11.7%
0.12%
+9.9%
Q1 2022$1,991,000
-15.2%
32,665
-8.4%
0.11%
-10.5%
Q4 2021$2,349,000
+3.6%
35,667
-1.3%
0.12%
-7.5%
Q3 2021$2,268,000
+11.5%
36,126
+541.3%
0.13%
+10.7%
Q2 2021$2,034,000
+3.2%
5,633
-5.5%
0.12%
-10.4%
Q1 2021$1,970,000
+3.2%
5,964
+2.3%
0.14%
-4.9%
Q4 2020$1,909,000
+77.1%
5,832
+62.1%
0.14%
+52.7%
Q3 2020$1,078,000
+90.1%
3,598
+68.1%
0.09%
+66.1%
Q2 2020$567,000
+122.4%
2,140
+101.9%
0.06%
+69.7%
Q2 2019$255,000
-94.1%
1,060
-94.4%
0.03%
-95.0%
Q3 2018$4,307,00018,9340.65%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 206,348$10,408,0005.84%
CUMBERLAND ADVISORS INC 318,930$16,087,0005.34%
Safeguard Investment Advisory Group, LLC 113,366$6,910,0004.25%
Hobart Private Capital, LLC 180,134$9,085,9594.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,233$8,687,0003.99%
Flaharty Asset Management, LLC 359,306$18,123,0003.68%
SFI Advisors, LLC 61,584$3,106,0003.44%
MIRABELLA FINANCIAL SERVICES LLP 678,887$34,262,0003.38%
Crumly & Associates Inc. 155,578$7,847,0003.26%
Ulrich Consultants & Investment Group, LLC 115,045$5,803,0003.18%
View complete list of ISHARES TR shareholders