Westwind Capital - 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
Westwind Capital ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,097
-99.9%
19,436
+1.4%
0.31%
-7.3%
Q1 2023$1,034,959
+53358.6%
19,173
-47.9%
0.33%
+0.3%
Q4 2022$1,936
-99.8%
36,812
+93.7%
0.33%
+5.1%
Q3 2022$897,000
-43.2%
19,007
-39.3%
0.31%
-39.3%
Q2 2022$1,580,000
-16.4%
31,324
+1.0%
0.52%
+1.6%
Q1 2022$1,891,000
-10.3%
31,022
-3.0%
0.51%
-2.5%
Q4 2021$2,107,000
-1.4%
31,996
-6.0%
0.52%
-8.1%
Q3 2021$2,136,000
+6.6%
34,027
+512.9%
0.57%
+17.8%
Q2 2021$2,004,000
+10.0%
5,552
+0.7%
0.48%
-8.5%
Q1 2021$1,822,000
+76.6%
5,515
+74.9%
0.53%
+75.1%
Q4 2020$1,032,000
+8.3%
3,153
-0.9%
0.30%
-6.2%
Q3 2020$953,000
+10.3%
3,181
-2.5%
0.32%
-2.1%
Q2 2020$864,000
+22.4%
3,263
+4.1%
0.33%
-10.1%
Q1 2020$706,000
-11.4%
3,135
+4.0%
0.36%
-5.7%
Q4 2019$797,0003,0140.39%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 216,108$10,196,0005.87%
CUMBERLAND ADVISORS INC 308,050$14,534,0005.79%
Crumly & Associates Inc. 241,605$11,399,0004.70%
Ulrich Consultants & Investment Group, LLC 115,045$5,428,0004.19%
Safeguard Investment Advisory Group, LLC 124,770$5,886,0004.03%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,499$8,138,0003.87%
Flaharty Asset Management, LLC 378,713$17,868,0003.68%
Madden Advisory Services, Inc. 81,074$3,825,0003.06%
Ahrens Investment Partners LLC 121,933$5,753,0003.03%
Stonebridge Financial Planning Group, LLC 91,759$4,329,0003.03%
View complete list of ISHARES TR shareholders