Holistic Financial Partners - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 549 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
Holistic Financial Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$412,314
-16.4%
8,501
-2.7%
0.27%
-20.1%
Q2 2023$493,365
+4.2%
8,738
-0.3%
0.34%
-7.3%
Q1 2023$473,268
-6.6%
8,767
-9.1%
0.37%
-18.5%
Q4 2022$506,935
+11.4%
9,643
+0.0%
0.45%
+0.9%
Q3 2022$455,000
-13.2%
9,639
-7.1%
0.45%
-8.9%
Q2 2022$524,000
-76.6%
10,380
-71.8%
0.49%
-65.4%
Q1 2022$2,244,000
-62.6%
36,809
-59.7%
1.43%
-59.1%
Q4 2021$6,008,000
+4.9%
91,235
+0.1%
3.48%
-1.3%
Q3 2021$5,725,000
+7.0%
91,189
+515.2%
3.53%
+10.5%
Q2 2021$5,352,000
-22.9%
14,823
-29.4%
3.19%
-30.2%
Q1 2021$6,940,000
+0.2%
21,006
-0.8%
4.58%
-4.2%
Q4 2020$6,929,000
+11.7%
21,169
+2.0%
4.78%
-4.0%
Q3 2020$6,205,000
+14.0%
20,751
+0.9%
4.98%
+6.0%
Q2 2020$5,444,00020,5614.70%
Other shareholders
ISHARES TR shareholders Q2 2021
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