Avitas Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 298 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 4.64 and the average weighting 0.4%.

Quarter-by-quarter ownership
Avitas Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$293,522
-14.1%
6,052
+0.0%
0.06%
-9.7%
Q2 2023$341,583
+5.6%
6,050
+1.0%
0.06%
-1.6%
Q1 2023$323,502
+6.2%
5,993
+3.5%
0.06%
-1.6%
Q4 2022$304,538
+18.5%
5,793
+6.4%
0.06%
+8.5%
Q3 2022$257,000
-4.5%
5,446
+2.1%
0.06%0.0%
Q2 2022$269,000
-42.5%
5,334
-30.5%
0.06%
-29.8%
Q1 2022$468,000
-5.8%
7,676
+1.7%
0.08%
+1.2%
Q4 2021$497,000
+29.8%
7,549
+23.7%
0.08%
+18.6%
Q3 2021$383,000
+4.4%
6,101
+499.9%
0.07%
+7.7%
Q2 2021$367,000
+10.2%
1,017
+1.0%
0.06%0.0%
Q1 2021$333,000
+1.8%
1,007
+0.7%
0.06%
-1.5%
Q4 2020$327,000
+38.6%
1,000
+26.9%
0.07%0.0%
Q3 2020$236,000
+16.8%
788
+3.1%
0.07%
-1.5%
Q2 2020$202,000
-9.8%
764
-9.8%
0.07%
+17.5%
Q4 2019$224,000
+6.7%
847
-0.2%
0.06%
-1.7%
Q3 2019$210,000
+1.4%
849
-1.4%
0.06%0.0%
Q2 2019$207,0008610.06%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders