IHT Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,435,847
-14.2%
29,605
-0.1%
0.07%
-16.1%
Q2 2023$1,672,719
-2.1%
29,627
-6.4%
0.09%
-11.2%
Q1 2023$1,708,488
+1.5%
31,650
-1.1%
0.10%
-7.5%
Q4 2022$1,682,916
+6.1%
32,013
-4.8%
0.11%
-12.4%
Q3 2022$1,586,000
+3.5%
33,610
+10.6%
0.12%
-10.4%
Q2 2022$1,533,000
-23.4%
30,396
-7.4%
0.14%
-11.2%
Q1 2022$2,000,000
-16.9%
32,813
-10.3%
0.15%
-14.6%
Q4 2021$2,408,000
-3.8%
36,571
-8.3%
0.18%
-12.7%
Q3 2021$2,503,000
+22.9%
39,869
+607.0%
0.20%
+58.1%
Q2 2021$2,036,000
+16.6%
5,639
+6.7%
0.13%
+2.4%
Q1 2021$1,746,000
-2.4%
5,285
-3.3%
0.13%
-15.4%
Q4 2020$1,789,000
+14.5%
5,466
+4.9%
0.15%
-5.1%
Q3 2020$1,562,000
+23.9%
5,212
+9.4%
0.16%
-9.2%
Q2 2020$1,261,000
+19.8%
4,762
+1.9%
0.17%
+13.8%
Q1 2020$1,053,000
+264.4%
4,675
+327.7%
0.15%
+347.1%
Q4 2019$289,000
+660.5%
1,093
+418.0%
0.03%
+240.0%
Q1 2018$38,000
+5.6%
211
+5.0%
0.01%0.0%
Q4 2017$36,000
+5.9%
2010.0%0.01%
-28.6%
Q3 2017$34,000
-35.8%
201
+84.4%
0.01%
-46.2%
Q2 2017$53,0001090.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders