Campbell Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.

Quarter-by-quarter ownership
Campbell Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$221
-6.8%
3,923
-10.6%
0.02%
-33.3%
Q1 2023$237
-20.7%
4,389
-22.7%
0.03%
-28.6%
Q4 2022$299
-99.9%
5,680
-1.2%
0.04%
+7.7%
Q3 2022$271,000
-4.2%
5,748
+2.4%
0.04%
-2.5%
Q2 2022$283,000
-17.3%
5,6160.0%0.04%
-4.8%
Q1 2022$342,000
-21.6%
5,616
-15.2%
0.04%
-16.0%
Q4 2021$436,000
+30.9%
6,623
+25.0%
0.05%
+11.1%
Q3 2021$333,000
+4.4%
5,298
+500.0%
0.04%
+4.7%
Q2 2021$319,000
+17.3%
883
+7.3%
0.04%
+16.2%
Q1 2021$272,000
+24.8%
823
+23.8%
0.04%
+15.6%
Q4 2020$218,000
+37.1%
665
+10.5%
0.03%
+14.3%
Q2 2020$159,0006020.03%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 212,008$13,961,0008.67%
Bullseye Investment Management, LLC 136,626$8,997,0006.55%
OGOREK ANTHONY JOSEPH /NY/ /ADV 200,973$13,234,0005.65%
Madden Advisory Services, Inc. 122,397$8,060,0005.29%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,067,020$70,270,0005.04%
CUMBERLAND ADVISORS INC 331,735$21,845,0004.58%
Safeguard Investment Advisory Group, LLC 110,697$7,289,0004.25%
Diversified, LLC 150,522$9,912,0004.19%
Flaharty Asset Management, LLC 343,176$22,598,0004.16%
Ahrens Investment Partners LLC 140,861$9,276,0004.10%
View complete list of ISHARES TR shareholders