WP Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 172 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.71 and the average weighting 0.3%.

Quarter-by-quarter ownership
WP Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,709,892
-8.4%
30,512
-4.3%
0.55%
-10.9%
Q1 2024$1,867,087
+16.5%
31,867
+7.3%
0.61%
+3.4%
Q4 2023$1,603,006
+69.1%
29,702
+52.0%
0.59%
+51.3%
Q3 2023$947,867
-15.0%
19,544
-1.1%
0.39%
-12.1%
Q2 2023$1,115,407
+5.7%
19,756
+1.0%
0.45%
+2.5%
Q1 2023$1,055,569
+1.3%
19,555
-1.4%
0.44%
-6.7%
Q4 2022$1,042,156
+11.6%
19,824
+0.1%
0.47%
+10.2%
Q3 2022$934,000
-4.6%
19,806
+2.0%
0.42%
-0.7%
Q2 2022$979,000
-8.9%
19,413
+10.1%
0.43%
-3.8%
Q1 2022$1,075,000
-12.2%
17,635
-5.1%
0.44%
-13.1%
Q4 2021$1,224,000
+5.1%
18,582
+0.2%
0.51%
+6.7%
Q3 2021$1,165,000
+110.3%
18,551
+1108.5%
0.48%
+106.9%
Q2 2021$554,000
+9.3%
1,535
+0.1%
0.23%
+5.5%
Q1 2021$507,000
+1.0%
1,5340.0%0.22%
-9.5%
Q4 2020$502,000
+9.4%
1,534
+0.1%
0.24%
-12.6%
Q3 2020$459,000
+13.3%
1,532
+0.1%
0.28%
-2.8%
Q2 2020$405,000
+17.4%
1,531
+0.1%
0.28%
-14.9%
Q1 2020$345,000
-14.8%
1,5300.0%0.34%
-19.9%
Q4 2019$405,000
+13.4%
1,530
+5.9%
0.42%
+2.2%
Q3 2019$357,000
+2.0%
1,445
-0.6%
0.41%
+4.9%
Q2 2019$350,000
-89.6%
1,453
+0.1%
0.39%
+6.6%
Q1 2019$3,360,000
+1058.6%
1,4510.0%0.37%
+28.0%
Q4 2018$290,000
-15.9%
1,451
-4.4%
0.29%
-10.9%
Q3 2018$345,000
+9.9%
1,518
-3.0%
0.32%
+8.4%
Q2 2018$314,000
+8.3%
1,5650.0%0.30%
-5.4%
Q1 2018$290,000
+1.8%
1,565
-4.7%
0.31%
+13.4%
Q4 2017$285,000
+0.4%
1,643
-3.5%
0.28%
+29.0%
Q3 2017$284,0000.0%1,7020.0%0.21%
+3.9%
Q2 2017$284,000
-0.7%
1,702
-10.0%
0.21%
+14.4%
Q1 2017$286,000
+15.8%
1,892
+2.2%
0.18%
+4.7%
Q4 2016$247,0001,8520.17%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 22,202$5,847,0006.62%
J Arnold Wealth Management Co 17,375$4,593,0005.90%
LUCAS CAPITAL MANAGEMENT 17,325$4,579,0005.43%
CUMBERLAND ADVISORS INC 59,089$15,618,0005.38%
Jackson Financial Management 33,920$8,966,0004.63%
Concorde Asset Management, LLC 25,242$6,672,0004.62%
BANK HAPOALIM BM 77,000$20,353,0004.47%
SPC Financial, Inc. 68,564$18,123,0003.32%
Milestone Advisory Partners 23,135$6,115,0003.21%
MinichMacGregor Wealth Management, LLC 21,666$5,726,0003.19%
View complete list of ISHARES TR shareholders