Successful Portfolios LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 557 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.4%.

Quarter-by-quarter ownership
Successful Portfolios LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$256,000
-28.7%
774
-29.4%
0.17%
-34.5%
Q4 2020$359,000
+19.3%
1,096
+9.1%
0.26%
+7.5%
Q3 2020$301,000
+19.4%
1,005
+5.6%
0.24%
+8.1%
Q2 2020$252,0009520.22%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 206,348$10,408,0005.84%
CUMBERLAND ADVISORS INC 318,930$16,087,0005.34%
Safeguard Investment Advisory Group, LLC 113,366$6,910,0004.25%
Hobart Private Capital, LLC 180,134$9,085,9594.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,233$8,687,0003.99%
Flaharty Asset Management, LLC 359,306$18,123,0003.68%
SFI Advisors, LLC 61,584$3,106,0003.44%
MIRABELLA FINANCIAL SERVICES LLP 678,887$34,262,0003.38%
Crumly & Associates Inc. 155,578$7,847,0003.26%
Ulrich Consultants & Investment Group, LLC 115,045$5,803,0003.18%
View complete list of ISHARES TR shareholders