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 ↓
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,549$7,402,0003.31%
Royal Harbor Partners, LLC 114,403$4,936,0003.28%
CADINHA & CO LLC 400,407$17,278,0002.32%
AMARILLO NATIONAL BANK 156,996$6,775,0001.94%
Migdal Insurance & Financial Holdings Ltd. 2,590,845$111,795,0001.17%
LVM CAPITAL MANAGEMENT LTD/MI 167,800$7,241,0001.10%
RETIREMENT CAPITAL STRATEGIES 64,241$2,772,0001.06%
Wharton Business Group, LLC 142,366$6,143,0000.48%
Wealthcare Advisory Partners LLC 134,719$5,813,0000.39%
BAKER TILLY WEALTH MANAGEMENT, LLC 25,726$1,110,0000.18%
View complete list of ISHARES TR shareholders