Financial Advocates Investment Management - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 223 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.69 and the average weighting 0.1%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,415,503
-35.2%
5,288
-38.2%
0.11%
-41.1%
Q3 2022$2,185,000
+132.0%
8,553
+52.5%
0.18%
+53.8%
Q1 2019$942,000
+4.1%
5,608
+2.3%
0.12%
-5.6%
Q4 2018$905,0005,4810.12%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
MARTIN & CO INC /TN/ 86,629$4,541,1051.14%
Mason & Associates Inc 75,936$3,980,5601.06%
Wharton Business Group, LLC 335,550$17,5900.91%
Carl P. Sherr & Co., LLC 15,955$836,3610.47%
GARRISON POINT ADVISORS, LLC 11,710$613,8380.40%
LEUTHOLD GROUP, LLC 56,942$2,984,9000.34%
Meridian Financial, LLC 8,140$426,7070.31%
49 WEALTH MANAGEMENT, LLC 29,675$1,534,2120.30%
Terra Nova Asset Management LLC 6,688$350,5700.28%
Sebold Capital Management, Inc. 7,030$368,5130.25%
View complete list of ISHARES TR shareholders