Biltmore Family Office, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 557 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
Biltmore Family Office, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$151,308
-4.4%
2,7000.0%0.03%
-9.7%
Q1 2024$158,193
+8.6%
2,7000.0%0.03%
+3.3%
Q4 2023$145,719
+11.0%
2,7000.0%0.03%0.0%
Q3 2023$131,262
-13.9%
2,7000.0%0.03%
-6.2%
Q2 2023$152,442
+4.6%
2,7000.0%0.03%
+3.2%
Q1 2023$145,746
-65.8%
2,700
-66.7%
0.03%
-64.8%
Q4 2022$425,803
+11.5%
8,1000.0%0.09%0.0%
Q3 2022$382,000
+40.4%
8,100
+50.0%
0.09%
+29.4%
Q2 2022$272,000
-17.3%
5,4000.0%0.07%
-2.9%
Q1 2022$329,000
-7.6%
5,4000.0%0.07%
+2.9%
Q4 2021$356,000
+5.0%
5,4000.0%0.07%
-17.1%
Q3 2021$339,000
+109.3%
5,400
+1100.0%
0.08%
+78.3%
Q2 2021$162,000
+8.7%
4500.0%0.05%0.0%
Q1 2021$149,000
+1.4%
4500.0%0.05%
+4.5%
Q4 2020$147,000
+8.9%
4500.0%0.04%
-41.3%
Q3 2020$135,000
+13.4%
4500.0%0.08%
+4.2%
Q2 2020$119,000
+17.8%
4500.0%0.07%
+9.1%
Q1 2020$101,000
-15.1%
4500.0%0.07%
+37.5%
Q4 2019$119,000
+7.2%
4500.0%0.05%0.0%
Q3 2019$111,000
+2.8%
4500.0%0.05%
-17.2%
Q2 2019$108,0004500.06%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 206,348$10,408,0005.84%
CUMBERLAND ADVISORS INC 318,930$16,087,0005.34%
Safeguard Investment Advisory Group, LLC 113,366$6,910,0004.25%
Hobart Private Capital, LLC 180,134$9,085,9594.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,233$8,687,0003.99%
Flaharty Asset Management, LLC 359,306$18,123,0003.68%
SFI Advisors, LLC 61,584$3,106,0003.44%
MIRABELLA FINANCIAL SERVICES LLP 678,887$34,262,0003.38%
Crumly & Associates Inc. 155,578$7,847,0003.26%
Ulrich Consultants & Investment Group, LLC 115,045$5,803,0003.18%
View complete list of ISHARES TR shareholders