IHT Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 139 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$318,361
+1.5%
5,463
+6.5%
0.02%0.0%
Q2 2023$313,582
-59.5%
5,131
-59.9%
0.02%
-63.6%
Q1 2023$774,006
+188.0%
12,800
+166.6%
0.04%
+158.8%
Q4 2022$268,750
-59.7%
4,801
-65.2%
0.02%
-66.7%
Q3 2022$667,000
+149.8%
13,797
+178.2%
0.05%
+112.5%
Q2 2022$267,000
-23.1%
4,960
-9.0%
0.02%
-7.7%
Q1 2022$347,000
-66.8%
5,451
-64.7%
0.03%
-66.2%
Q4 2021$1,044,000
+1.2%
15,449
+0.0%
0.08%
-8.3%
Q3 2021$1,032,000
-1.7%
15,442
-0.8%
0.08%
+25.4%
Q2 2021$1,050,000
+2.9%
15,560
-1.4%
0.07%
-8.2%
Q1 2021$1,020,000
+4.8%
15,7870.0%0.07%
-9.9%
Q4 2020$973,000
+5.1%
15,787
-8.0%
0.08%
-12.9%
Q3 2020$926,000
+4.8%
17,163
-0.7%
0.09%
-23.1%
Q2 2020$884,000
+31.7%
17,288
+14.2%
0.12%
+24.7%
Q1 2020$671,000
-75.5%
15,139
-67.8%
0.10%
-70.1%
Q4 2019$2,735,000
+21.1%
47,020
+13.7%
0.32%
+5.5%
Q3 2019$2,259,000
+88.1%
41,352
+88.7%
0.31%
+76.4%
Q2 2019$1,201,000
+6.5%
21,913
+5.2%
0.17%
-7.4%
Q1 2019$1,128,00020,8230.19%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders