IHT Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 584 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$254,088
-44.4%
11,528
-42.2%
0.01%
-45.8%
Q2 2023$456,701
-7.9%
19,943
-6.0%
0.02%
-14.3%
Q1 2023$495,805
-32.3%
21,206
-34.2%
0.03%
-39.1%
Q4 2022$732,676
-46.3%
32,248
-46.2%
0.05%
-55.8%
Q3 2022$1,364,000
+409.0%
59,928
+434.5%
0.10%
+333.3%
Q2 2022$268,000
-13.3%
11,213
-9.6%
0.02%
+4.3%
Q1 2022$309,000
+16.2%
12,405
+24.4%
0.02%
+15.0%
Q4 2021$266,000
+28.5%
9,971
+27.6%
0.02%
+17.6%
Q3 2021$207,000
-78.9%
7,816
-78.8%
0.02%
-72.6%
Q2 2021$981,000
-40.4%
36,894
-41.3%
0.06%
-47.5%
Q1 2021$1,646,000
-7.6%
62,839
-3.9%
0.12%
-20.3%
Q4 2020$1,781,000
+5.2%
65,392
+8.0%
0.15%
-12.9%
Q3 2020$1,693,000
+111.6%
60,568
+111.9%
0.17%
+54.5%
Q2 2020$800,000
-6.4%
28,580
-6.4%
0.11%
-10.6%
Q1 2020$855,000
+45.4%
30,537
+34.7%
0.12%
+75.7%
Q4 2019$588,000
+55.1%
22,670
+57.7%
0.07%
+34.6%
Q3 2019$379,000
+61.3%
14,379
+50.7%
0.05%
+15.6%
Q4 2018$235,000
+552.8%
9,541
+550.4%
0.04%
+350.0%
Q1 2018$36,000
+5.9%
1,467
+8.6%
0.01%
+11.1%
Q4 2017$34,000
-10.5%
1,351
-10.2%
0.01%
-43.8%
Q3 2017$38,000
-13.6%
1,504
-15.2%
0.02%
-51.5%
Q4 2016$44,0001,7730.03%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,610,117$89,134,0009.03%
PARK AVENUE SECURITIES LLC 1,152,200$28,459,0006.31%
Relative Value Partners Group, LLC 1,206,594$29,791,0003.30%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,407,995$429,803,0003.28%
SUNTRUST BANKS INC 21,085,683$520,605,0002.91%
CADINHA & CO LLC 554,998$13,703,0002.76%
Lenox Wealth Management, Inc. 275,512$6,802,0002.19%
LVZ, Inc. 308,724$7,622,0002.07%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 410,617$10,138,0001.78%
Allegis Investment Advisors, LLC 229,454$5,665,0001.74%
View complete list of ISHARES TR shareholders