Triumph Capital Management - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 136 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
Triumph Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$468,667
+4.1%
12,170
+2.2%
0.21%
+4.4%
Q2 2023$450,285
-0.4%
11,906
-4.2%
0.20%
-11.7%
Q1 2023$451,976
+0.2%
12,434
-9.0%
0.23%
-4.5%
Q4 2022$451,284
-13.4%
13,667
-10.9%
0.24%
-14.8%
Q3 2022$521,000
-3.2%
15,344
-0.0%
0.28%0.0%
Q2 2022$538,000
+15.9%
15,345
+41.3%
0.28%
+41.3%
Q1 2022$464,00010,8590.20%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
AMARILLO NATIONAL BANK 136,735$5,837,0001.13%
LVM CAPITAL MANAGEMENT LTD/MI 194,126$8,287,0001.10%
RETIREMENT CAPITAL STRATEGIES 59,735$2,509,0001.01%
Trinity Legacy Partners, LLC 65,164$2,782,0000.94%
Sierra Capital LLC 117,113$5,000,0000.79%
ALTERNA WEALTH MANAGEMENT, INC 20,842$890,0000.75%
Purus Wealth Management, LLC 18,383$785,0000.54%
Wharton Business Group, LLC 189,076$8,072,0000.49%
Wealthcare Advisory Partners LLC 173,859$7,422,0000.45%
WealthOne, LLC 27,739$1,184,0000.42%
View complete list of ISHARES TR shareholders