Flaharty Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 128 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Flaharty Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$360,000
-0.3%
14,0900.0%0.07%
-3.9%
Q2 2021$361,000
-0.3%
14,0900.0%0.08%
-8.3%
Q1 2021$362,000
-30.1%
14,090
-29.9%
0.08%
-34.9%
Q4 2020$518,000
-0.6%
20,0900.0%0.13%
-21.3%
Q3 2020$521,0000.0%20,0900.0%0.16%
-10.4%
Q2 2020$521,000
+1.8%
20,0900.0%0.18%
-22.5%
Q1 2020$512,000
-1.2%
20,0900.0%0.24%
+29.0%
Q4 2019$518,0000.0%20,0900.0%0.18%
-6.6%
Q3 2019$518,0000.0%20,0900.0%0.20%
-2.5%
Q2 2019$518,000
+0.4%
20,0900.0%0.20%
-2.9%
Q1 2019$516,000
+1.0%
20,0900.0%0.21%
-5.0%
Q4 2018$511,000
+0.8%
20,0900.0%0.22%
+10.7%
Q3 2018$507,000
-0.8%
20,0900.0%0.20%
-1.0%
Q2 2018$511,000
+0.4%
20,0900.0%0.20%
-7.4%
Q1 2018$509,000
-45.6%
20,090
-16.2%
0.22%
+4.9%
Q4 2017$935,000
+112.5%
23,988
+40.9%
0.20%
-9.3%
Q3 2017$440,000
+29.8%
17,025
+130861.5%
0.23%
+18.9%
Q2 2017$339,000
+25.1%
13
-99.9%
0.19%
+11.8%
Q1 2017$271,00010,5750.17%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Gateway Advisory, LLC 200,236$5,194,0001.52%
Praetorian Wealth Management, Inc. 84,114$2,182,0001.07%
Paulson Wealth Management Inc. 55,827$1,448,0001.01%
Stonebridge Capital Advisors LLC 191,689$4,972,0000.92%
SENTINEL PENSION ADVISORS INC 82,210$2,133,0000.89%
Wealthquest Corp 129,888$3,369,0000.86%
SONATA CAPITAL GROUP INC 47,800$1,240,0000.79%
Fieldpoint Private Securities, LLC 85,360$2,214,0000.75%
LEAVELL INVESTMENT MANAGEMENT, INC. 289,894$7,520,0000.73%
Ferris Capital, LLC 67,719$1,757,0000.62%
View complete list of ISHARES TR shareholders