LEVEL FOUR ADVISORY SERVICES, 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
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$617,114
-8.1%
12,724
+7.0%
0.04%0.0%
Q2 2023$671,422
-0.7%
11,892
-5.0%
0.04%
-9.1%
Q1 2023$675,884
+1.3%
12,521
-1.4%
0.04%
-12.0%
Q4 2022$667,429
+50.0%
12,696
+34.7%
0.05%
+16.3%
Q3 2022$445,000
-6.3%
9,4250.0%0.04%
-4.4%
Q2 2022$475,000
-32.1%
9,425
-18.0%
0.04%
-18.2%
Q1 2022$700,000
-10.1%
11,488
-2.8%
0.06%
-6.8%
Q4 2021$779,000
+228.7%
11,824
+213.1%
0.06%
+136.0%
Q3 2021$237,000
-73.0%
3,777
+55.2%
0.02%
-59.0%
Q2 2021$878,000
-3.5%
2,433
-11.7%
0.06%
-14.1%
Q1 2021$910,000
-11.9%
2,754
-12.7%
0.07%
-14.5%
Q4 2020$1,033,000
+10.6%
3,155
+1.2%
0.08%
+15.3%
Q3 2020$934,000
+17.0%
3,117
+4.2%
0.07%
+16.1%
Q2 2020$798,000
+55.9%
2,992
+32.4%
0.06%
+1.6%
Q1 2020$512,000
-10.8%
2,259
+4.6%
0.06%
+165.2%
Q4 2019$574,000
+71.9%
2,159
+59.6%
0.02%
-34.3%
Q3 2019$334,000
+2.5%
1,3530.0%0.04%
+6.1%
Q2 2019$326,000
+6.2%
1,353
+1.9%
0.03%
-2.9%
Q1 2019$307,000
+25.3%
1,328
+8.1%
0.03%
+9.7%
Q4 2018$245,000
-7.5%
1,228
+5.6%
0.03%
+6.9%
Q3 2018$265,000
+15.2%
1,163
+1.3%
0.03%
+70.6%
Q2 2018$230,000
+8.5%
1,1480.0%0.02%
+6.2%
Q1 2018$212,0001,1480.02%
Other shareholders
ISHARES TR shareholders Q4 2020
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