Fortis Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 568 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.43 and the average weighting 0.3%.

Quarter-by-quarter ownership
Fortis Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,957
+2.7%
360.0%0.00%0.0%
Q4 2022$1,905
-4.8%
360.0%0.00%0.0%
Q3 2022$2,0000.0%360.0%0.00%0.0%
Q2 2022$2,0000.0%360.0%0.00%0.0%
Q1 2022$2,0000.0%360.0%0.00%0.0%
Q4 2021$2,000
-83.3%
36
-81.2%
0.00%
-85.7%
Q3 2021$12,0000.0%192
+500.0%
0.01%0.0%
Q2 2021$12,000
-20.0%
32
-30.4%
0.01%
-36.4%
Q1 2021$15,000460.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 31,099$3,461,0005.25%
XPONANCE, INC. 109,780$12,568,0004.86%
Brookstone Capital Management 157,277$17,503,0003.17%
Clal Insurance Enterprises Holdings Ltd 1,052,215$117,273,0003.04%
BTR CAPITAL MANAGEMENT INC 68,084$7,577,0001.81%
LUCAS CAPITAL MANAGEMENT 26,724$2,974,0001.72%
EXENCIAL WEALTH ADVISORS, LLC 20,896$2,326,0001.14%
Janney Capital Management LLC 193,467$21,531,0000.98%
Wharton Business Group, LLC 84,781$9,435,0000.93%
Baker Avenue Asset Management, LP 44,375$4,938,0000.87%
View complete list of ISHARES TR shareholders