Biltmore Family Office, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Biltmore Family Office, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q4 2022
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 35,928$8,220,0005.50%
MinichMacGregor Wealth Management, LLC 30,934$7,148,0005.37%
CUMBERLAND ADVISORS INC 64,084$14,837,0005.14%
LUCAS CAPITAL MANAGEMENT 17,762$4,112,0004.86%
STRINGER ASSET MANAGEMENT, LLC 18,718$4,334,0004.37%
Concorde Asset Management, LLC 26,879$6,223,0004.02%
SPC Financial, Inc. 78,363$18,143,0003.88%
Q3 Asset Management 95,921$1,265,0003.41%
BANK HAPOALIM BM 61,052$14,135,0003.39%
SWARTHMORE GROUP INC 3,050$706,0003.03%
View complete list of ISHARES TR shareholders