IHT Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 117 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,050,151
+4.7%
27,270
+2.8%
0.05%
+1.9%
Q2 2023$1,003,158
+7.3%
26,525
+3.1%
0.05%
-1.9%
Q1 2023$934,961
+17.1%
25,721
+6.4%
0.05%
+6.0%
Q4 2022$798,129
+17.4%
24,171
+20.7%
0.05%
-3.8%
Q3 2022$680,000
+2.6%
20,028
+5.8%
0.05%
-10.3%
Q2 2022$663,000
-23.8%
18,938
-7.0%
0.06%
-12.1%
Q1 2022$870,000
-1.1%
20,374
+3.3%
0.07%
+1.5%
Q4 2021$880,000
-24.9%
19,726
-26.8%
0.06%
-31.6%
Q3 2021$1,171,000
-8.9%
26,939
-9.5%
0.10%
+17.3%
Q2 2021$1,285,000
+87.9%
29,769
+66.2%
0.08%
+65.3%
Q1 2021$684,00017,9130.05%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,549$7,402,0003.31%
Royal Harbor Partners, LLC 114,403$4,936,0003.28%
CADINHA & CO LLC 400,407$17,278,0002.32%
AMARILLO NATIONAL BANK 156,996$6,775,0001.94%
Migdal Insurance & Financial Holdings Ltd. 2,590,845$111,795,0001.17%
LVM CAPITAL MANAGEMENT LTD/MI 167,800$7,241,0001.10%
RETIREMENT CAPITAL STRATEGIES 64,241$2,772,0001.06%
Wharton Business Group, LLC 142,366$6,143,0000.48%
Wealthcare Advisory Partners LLC 134,719$5,813,0000.39%
BAKER TILLY WEALTH MANAGEMENT, LLC 25,726$1,110,0000.18%
View complete list of ISHARES TR shareholders