IHT Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 103 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,063,671
-6.7%
16,177
-4.0%
0.04%
-13.0%
Q1 2024$1,140,086
+166.2%
16,858
+654.6%
0.05%
+142.1%
Q4 2023$428,269
+2.5%
2,234
-0.3%
0.02%
-9.5%
Q3 2023$417,845
-20.9%
2,240
-15.1%
0.02%
-25.0%
Q2 2023$528,232
-6.3%
2,637
-6.8%
0.03%
-12.5%
Q1 2023$563,874
-26.4%
2,830
-25.1%
0.03%
-33.3%
Q4 2022$766,093
+18.8%
3,778
+5.3%
0.05%
-2.0%
Q3 2022$645,000
+53.6%
3,588
+66.6%
0.05%
+32.4%
Q2 2022$420,000
-1.4%
2,154
+1.3%
0.04%
+15.6%
Q1 2022$426,000
-53.2%
2,127
-53.3%
0.03%
-52.2%
Q4 2021$911,000
+10.8%
4,553
-0.5%
0.07%0.0%
Q3 2021$822,000
-9.6%
4,576
-7.4%
0.07%
+15.5%
Q2 2021$909,000
+9.7%
4,943
+5.5%
0.06%
-3.3%
Q1 2021$829,000
+2.2%
4,686
+0.2%
0.06%
-10.4%
Q4 2020$811,000
+16.4%
4,676
+0.3%
0.07%
-4.3%
Q3 2020$697,000
+19.3%
4,664
+1.8%
0.07%
-12.5%
Q2 2020$584,000
+14.7%
4,580
-2.7%
0.08%
+9.6%
Q1 2020$509,000
-38.5%
4,708
-24.2%
0.07%
-25.5%
Q4 2019$827,000
+8.8%
6,212
+3.4%
0.10%
-4.9%
Q3 2019$760,000
+5.4%
6,009
+1.3%
0.10%
-1.9%
Q2 2019$721,000
+6.0%
5,932
+4.3%
0.10%
-7.1%
Q1 2019$680,000
+25.5%
5,690
+11.7%
0.11%
+8.7%
Q4 2018$542,000
-49.3%
5,092
-43.4%
0.10%
-55.0%
Q3 2018$1,070,000
+8.7%
9,003
+8.2%
0.23%
-8.0%
Q2 2018$984,000
+3.3%
8,323
+1.3%
0.25%
-2.0%
Q1 2018$953,000
-4.8%
8,215
+5.2%
0.26%
-3.4%
Q4 2017$1,001,000
+7.4%
7,806
+1.6%
0.26%
-33.2%
Q3 2017$932,000
+2562.9%
7,681
+3035.1%
0.40%
+2235.3%
Q2 2017$35,000
+34.6%
2450.0%0.02%0.0%
Q1 2017$26,000
-83.6%
245
-82.8%
0.02%
-85.8%
Q4 2016$159,0001,4270.12%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 106,419$21,201,8577.02%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 177,517$35,366,7217.00%
Genesee Capital Advisors, LLC 45,051$8,975,5766.38%
Capitol Family Office, Inc. 14,405$2,869,9745.66%
Kaye Capital Management 52,309$10,421,4415.31%
D. SCOTT NEAL, INC. 42,938$8,554,5714.78%
WealthCare Investment Partners, LLC 37,327$7,436,6004.50%
PGIM Custom Harvest LLC 466,830$93,006,6183.86%
Millington Financial Advisors, LLC 16,824$3,351,8893.10%
Systelligence, LLC 59,208$11,796,0103.03%
View complete list of ISHARES TR shareholders