Cypress Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 568 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.43 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$275,723
-17.4%
5,685
-3.8%
0.08%
-13.6%
Q2 2023$333,861
-13.5%
5,908
-17.4%
0.09%
-22.1%
Q1 2023$385,903
-13.9%
7,149
-16.2%
0.11%
-21.5%
Q4 2022$448,422
+9.1%
8,530
+0.8%
0.14%
+2.9%
Q3 2022$411,000
-37.1%
8,466
-34.6%
0.14%
-32.7%
Q2 2022$653,000
-29.9%
12,940
-15.3%
0.21%
-18.1%
Q1 2022$932,000
-52.2%
15,282
-48.4%
0.25%
-52.4%
Q4 2021$1,951,000
-14.7%
29,623
-18.6%
0.53%
-22.0%
Q3 2021$2,286,000
-13.8%
36,412
+395.5%
0.68%
-5.5%
Q2 2021$2,653,000
-32.0%
7,348
-37.8%
0.72%
-11.2%
Q1 2021$3,903,000
-10.8%
11,813
-11.6%
0.82%
-16.5%
Q4 2020$4,375,000
+16.1%
13,367
+6.3%
0.98%
+1.1%
Q3 2020$3,768,000
+17.3%
12,577
+3.7%
0.97%
+26.4%
Q2 2020$3,211,00012,1260.76%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 35,928$8,220,0005.50%
MinichMacGregor Wealth Management, LLC 30,934$7,148,0005.37%
CUMBERLAND ADVISORS INC 64,084$14,837,0005.14%
LUCAS CAPITAL MANAGEMENT 17,762$4,112,0004.86%
STRINGER ASSET MANAGEMENT, LLC 18,718$4,334,0004.37%
Concorde Asset Management, LLC 26,879$6,223,0004.02%
SPC Financial, Inc. 78,363$18,143,0003.88%
Q3 Asset Management 95,921$1,265,0003.41%
BANK HAPOALIM BM 61,052$14,135,0003.39%
SWARTHMORE GROUP INC 3,050$706,0003.03%
View complete list of ISHARES TR shareholders