IHT Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 213 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$684,084
-3.2%
6,781
+1.7%
0.04%
-5.4%
Q2 2023$706,916
-37.7%
6,667
-41.1%
0.04%
-43.1%
Q1 2023$1,133,919
+71.4%
11,321
+65.1%
0.06%
+54.8%
Q4 2022$661,548
-32.4%
6,858
-41.3%
0.04%
-43.2%
Q3 2022$979,000
+52.7%
11,685
+60.7%
0.07%
+29.8%
Q2 2022$641,000
-16.3%
7,273
+0.1%
0.06%
-1.7%
Q1 2022$766,000
-44.4%
7,269
-40.5%
0.06%
-43.1%
Q4 2021$1,378,000
+5.2%
12,225
+0.0%
0.10%
-4.7%
Q3 2021$1,310,000
-58.6%
12,221
-57.1%
0.11%
-46.8%
Q2 2021$3,164,000
+157.4%
28,470
+144.9%
0.20%
+128.4%
Q1 2021$1,229,000
+8.9%
11,625
+0.0%
0.09%
-6.4%
Q4 2020$1,129,000
+16.3%
11,622
+100.1%
0.09%
-3.1%
Q3 2020$971,000
+12.3%
5,809
+1.3%
0.10%
-18.5%
Q2 2020$865,000
+23.9%
5,733
+2.1%
0.12%
+19.0%
Q1 2020$698,000
-23.9%
5,617
+2.7%
0.10%
-8.3%
Q4 2019$917,000
+5.6%
5,468
+0.0%
0.11%
-7.6%
Q3 2019$868,000
+1.3%
5,467
+1.0%
0.12%
-4.8%
Q2 2019$857,000
+4.3%
5,4140.0%0.12%
-9.5%
Q1 2019$822,000
+19.0%
5,414
+0.8%
0.14%
+3.0%
Q4 2018$691,000
+1014.5%
5,373
+1132.3%
0.13%
+682.4%
Q1 2018$62,000
+5.1%
436
+12.4%
0.02%
+6.2%
Q4 2017$59,000
+78.8%
388
+63.7%
0.02%
+14.3%
Q3 2017$33,000
-92.5%
237
-93.9%
0.01%
-93.4%
Q2 2017$439,000
+209.2%
3,865
+181.3%
0.21%
+124.2%
Q1 2017$142,000
+1190.9%
1,374
+1361.7%
0.10%
+1087.5%
Q4 2016$11,000940.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 168,460$16,357,0003.81%
MAGNOLIA CAPITAL MANAGEMENT LTD 67,328$6,538,0003.37%
First Citizens Financial Corp 38,390$3,728,0003.25%
MORGAN JESS S & CO INC 40,800$3,962,0003.16%
MinichMacGregor Wealth Management, LLC 73,161$7,103,0002.89%
Modus Advisors, LLC 42,772$4,153,0002.15%
Kesler, Norman & Wride, LLC 67,732$6,577,0001.83%
Cadent Capital Advisors, LLC 36,231$3,518,0001.73%
Frank, Rimerman Advisors LLC 26,416$2,564,9941.16%
Stillwater Capital Advisors, LLC 36,615$3,555,0000.68%
View complete list of ISHARES TR shareholders