Certified Advisory Corp - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 107 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.33 and the average weighting 0.2%.

Quarter-by-quarter ownership
Certified Advisory Corp ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,018,108
-10.3%
4,137
-6.7%
0.19%
-10.5%
Q2 2023$1,134,465
-4.6%
4,435
-7.9%
0.21%
-0.9%
Q1 2023$1,189,745
-15.5%
4,813
-8.5%
0.21%
-24.1%
Q4 2022$1,408,516
+0.2%
5,262
-4.4%
0.28%
-13.4%
Q3 2022$1,406,000
+1.7%
5,502
+1.6%
0.32%
+4.2%
Q2 2022$1,383,000
-1.7%
5,413
+8.8%
0.31%
+3.0%
Q1 2022$1,407,000
-5.3%
4,974
-2.8%
0.30%
-8.8%
Q4 2021$1,485,000
+13.8%
5,116
+0.3%
0.33%
+3.5%
Q3 2021$1,305,000
-0.6%
5,101
+3.5%
0.32%
-3.9%
Q2 2021$1,313,000
+2.9%
4,928
-2.7%
0.33%
-0.3%
Q1 2021$1,276,000
+28.4%
5,066
-1.7%
0.33%
+0.6%
Q2 2020$994,000
+14.3%
5,152
-1.3%
0.33%
-4.4%
Q1 2020$870,000
-18.0%
5,221
-1.2%
0.34%
+1.5%
Q4 2019$1,061,000
+19.9%
5,286
-3.4%
0.34%
+10.4%
Q3 2019$885,000
-8.3%
5,473
-2.8%
0.31%
-14.5%
Q2 2019$965,000
-5.1%
5,632
-7.1%
0.36%
-15.9%
Q1 2019$1,017,000
-5.4%
6,060
-6.9%
0.43%
-23.5%
Q4 2018$1,075,000
-16.4%
6,510
+1.1%
0.56%
-6.2%
Q3 2018$1,286,000
+16.3%
6,436
+2.2%
0.60%
-3.3%
Q2 2018$1,106,000
+12.7%
6,300
+1.4%
0.62%
+5.9%
Q1 2018$981,000
-1.5%
6,216
-2.2%
0.58%
-18.9%
Q4 2017$996,0006,3550.72%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Gruss & Co., LLC 2,000$533,0001.93%
Ayalon Insurance Comp Ltd. 19,393$5,204,0001.73%
Rothschild Capital Partners, LLC 20,199$5,382,0001.72%
Wharton Business Group, LLC 66,570$17,738,0001.38%
MARTIN & CO INC /TN/ 18,410$4,906,0001.22%
FMA ADVISORY INC 12,310$3,280,0001.22%
Aveo Capital Partners, LLC 16,140$4,301,0000.95%
Terra Nova Asset Management LLC 3,666$977,0000.84%
ASSETMARK, INC 586,040$156,156,0000.72%
Carl P. Sherr & Co., LLC 3,465$923,0000.64%
View complete list of ISHARES TR shareholders