Kovack Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Kovack Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$591,774
-35.4%
12,202
-24.8%
0.08%
-29.1%
Q2 2023$916,491
-5.2%
16,233
-9.4%
0.12%
-11.4%
Q1 2023$967,031
+1.9%
17,915
-0.8%
0.13%
-5.0%
Q4 2022$949,349
-16.7%
18,059
-25.3%
0.14%
-16.8%
Q3 2022$1,140,000
-14.2%
24,168
-8.2%
0.17%
-4.6%
Q2 2022$1,328,000
-43.7%
26,330
-32.0%
0.18%
-27.7%
Q1 2022$2,360,000
-6.3%
38,716
+1.2%
0.24%
-0.4%
Q4 2021$2,519,000
+16.2%
38,256
+10.8%
0.24%
+3.0%
Q3 2021$2,167,000
+4.1%
34,520
+499.0%
0.24%
-0.4%
Q2 2021$2,081,000
-4.3%
5,763
-12.5%
0.24%
-16.3%
Q1 2021$2,175,000
-64.2%
6,585
-64.5%
0.28%
-67.7%
Q4 2020$6,077,000
+11.4%
18,567
+2.0%
0.88%
-9.9%
Q3 2020$5,455,000
-1.1%
18,207
-12.6%
0.97%
-9.5%
Q2 2020$5,513,000
+34.9%
20,821
+14.8%
1.07%
+13.7%
Q1 2020$4,088,000
+327.6%
18,140
+401.7%
0.94%
+452.0%
Q4 2019$956,000
+9.9%
3,616
+2.8%
0.17%
-4.5%
Q3 2019$870,000
+8.6%
3,518
+5.7%
0.18%
-2.2%
Q2 2019$801,000
+1.0%
3,328
-2.8%
0.18%
-7.6%
Q1 2019$793,000
+46.0%
3,425
+26.2%
0.20%
+24.5%
Q4 2018$543,000
-4.6%
2,715
+8.5%
0.16%
+8.2%
Q3 2018$569,000
+16.8%
2,502
+3.0%
0.15%
+8.1%
Q2 2018$487,000
+13.5%
2,429
+4.7%
0.14%
+25.9%
Q1 2018$429,000
+25.8%
2,321
+18.0%
0.11%
+25.6%
Q4 2017$341,000
-22.3%
1,967
-25.1%
0.09%
-41.1%
Q3 2017$439,000
+2.6%
2,625
+2.1%
0.15%
+8.1%
Q2 2017$428,000
+30.1%
2,570
+18.4%
0.14%
+5.5%
Q1 2017$329,000
+22.3%
2,170
+7.4%
0.13%0.0%
Q4 2016$269,000
+8.0%
2,020
+17.8%
0.13%
+5.8%
Q3 2016$249,0001,7150.12%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders