55I, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 562 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
55I, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$3,709,000
-50.9%
78,616
-47.5%
0.10%
-50.9%
Q2 2022$7,560,000
-17.0%
149,876
+0.3%
0.21%
-1.9%
Q1 2022$9,106,000
-7.9%
149,377
-0.5%
0.22%
-14.3%
Q4 2021$9,886,000
+19.6%
150,131
+14.0%
0.25%
+2.0%
Q3 2021$8,269,000
+12.7%
131,722
+548.1%
0.25%
-5.0%
Q2 2021$7,338,000
-66.2%
20,325
-69.1%
0.26%
-76.2%
Q1 2021$21,724,000
-20.3%
65,758
-21.0%
1.09%
-46.2%
Q4 2020$27,245,000
+22.2%
83,240
+11.9%
2.03%
+0.9%
Q3 2020$22,291,000
+134.5%
74,398
+107.2%
2.01%
+40.6%
Q2 2020$9,506,000
+158.4%
35,904
+140.0%
1.43%
+35.5%
Q1 2020$3,679,00014,9631.06%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 212,008$13,961,0008.67%
Bullseye Investment Management, LLC 136,626$8,997,0006.55%
OGOREK ANTHONY JOSEPH /NY/ /ADV 200,973$13,234,0005.65%
Madden Advisory Services, Inc. 122,397$8,060,0005.29%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,067,020$70,270,0005.04%
CUMBERLAND ADVISORS INC 331,735$21,845,0004.58%
Safeguard Investment Advisory Group, LLC 110,697$7,289,0004.25%
Diversified, LLC 150,522$9,912,0004.19%
Flaharty Asset Management, LLC 343,176$22,598,0004.16%
Ahrens Investment Partners LLC 140,861$9,276,0004.10%
View complete list of ISHARES TR shareholders