IHT Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 698 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,228,233
-3.7%
17,002
+0.0%
0.06%
-6.1%
Q2 2023$1,274,859
+35.1%
16,998
+28.8%
0.07%
+22.2%
Q1 2023$943,652
+3.5%
13,196
-1.1%
0.05%
-5.3%
Q4 2022$911,393
+7.6%
13,344
-0.8%
0.06%
-10.9%
Q3 2022$847,000
+23.8%
13,446
+25.3%
0.06%
+6.7%
Q2 2022$684,000
-17.5%
10,730
-0.0%
0.06%
-4.8%
Q1 2022$829,000
-9.9%
10,731
-0.6%
0.06%
-7.4%
Q4 2021$920,000
+4.7%
10,796
-2.7%
0.07%
-5.6%
Q3 2021$879,000
-8.2%
11,095
-6.2%
0.07%
+18.0%
Q2 2021$957,000
+3.2%
11,828
+0.0%
0.06%
-9.0%
Q1 2021$927,000
+6.8%
11,827
-1.6%
0.07%
-6.9%
Q4 2020$868,000
+20.4%
12,015
+298.4%
0.07%0.0%
Q3 2020$721,000
+15.9%
3,016
+8.6%
0.07%
-15.3%
Q2 2020$622,000
+3.5%
2,777
-17.6%
0.08%
-2.3%
Q1 2020$601,000
-17.3%
3,369
+10.4%
0.09%
+1.2%
Q4 2019$727,000
-4.6%
3,052
-10.3%
0.09%
-17.3%
Q3 2019$762,000
+3.4%
3,404
+4.4%
0.10%
-2.8%
Q2 2019$737,000
+12.3%
3,259
+8.9%
0.11%
-1.8%
Q1 2019$656,000
+17.6%
2,992
+2.6%
0.11%
+1.9%
Q4 2018$558,000
-9.0%
2,916
+10.8%
0.11%
-19.5%
Q3 2018$613,000
+3.9%
2,632
+0.2%
0.13%
-11.9%
Q2 2018$590,0000.0%2,626
-5.2%
0.15%
-4.4%
Q1 2018$590,000
+0.7%
2,769
+4.9%
0.16%
+1.9%
Q4 2017$586,000
+119.5%
2,639
+103.0%
0.16%
+36.0%
Q3 2017$267,000
+26600.0%
1,300
-34.5%
0.11%
Q2 2017$1,000
-98.6%
1,985
+265.6%
0.00%
-100.0%
Q1 2017$71,000
+7000.0%
543
+13475.0%
0.05%
+4600.0%
Q4 2016$1,00040.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders