IHT Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,325,641
-6.9%
14,858
-0.8%
0.07%
-9.5%
Q2 2023$1,424,557
+1.6%
14,981
+0.0%
0.07%
-7.5%
Q1 2023$1,401,593
+11.8%
14,976
+9.0%
0.08%
+1.3%
Q4 2022$1,254,201
+20.5%
13,736
+8.8%
0.08%0.0%
Q3 2022$1,041,000
+137.1%
12,630
+203.0%
0.08%
+182.1%
Q2 2021$439,000
-11.1%
4,169
-15.0%
0.03%
-22.2%
Q1 2021$494,000
+30.3%
4,905
+5.1%
0.04%
+12.5%
Q4 2020$379,000
+43.6%
4,666
+116.2%
0.03%
+23.1%
Q3 2020$264,000
+1.9%
2,158
+34.0%
0.03%
-16.1%
Q4 2019$259,000
+4.0%
1,611
-3.0%
0.03%
-8.8%
Q3 2019$249,000
-9.8%
1,660
-10.7%
0.03%
-15.0%
Q2 2019$276,000
-8.9%
1,859
-9.6%
0.04%
-20.0%
Q1 2019$303,000
-5.9%
2,056
-15.7%
0.05%
-19.4%
Q4 2018$322,000
-16.8%
2,439
+5.1%
0.06%
-26.2%
Q3 2018$387,000
+22.9%
2,321
+20.2%
0.08%
+5.0%
Q2 2018$315,000
-70.6%
1,931
-73.4%
0.08%
-72.2%
Q1 2018$1,071,000
-0.4%
7,270
+5.6%
0.29%
+1.1%
Q4 2017$1,075,000
+1211.0%
6,883
+1151.5%
0.28%
+714.3%
Q3 2017$82,000
+20.6%
5500.0%0.04%
+6.1%
Q2 2017$68,0005500.03%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders