CreativeOne Wealth, LLC - 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
CreativeOne Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,053
+177.1%
19,102
+171.6%
0.03%
+36.8%
Q1 2023$380
-3.3%
7,033
-6.0%
0.02%
-13.6%
Q4 2022$393
-99.9%
7,480
-31.9%
0.02%
-29.0%
Q3 2022$518,000
-34.6%
10,985
-30.0%
0.03%
-27.9%
Q2 2022$792,000
-8.5%
15,696
+10.5%
0.04%
-4.4%
Q1 2022$866,000
-53.4%
14,209
-49.6%
0.04%
-51.1%
Q4 2021$1,857,000
+187.9%
28,201
+174.5%
0.09%
+142.1%
Q3 2021$645,000
-82.4%
10,273
+1.0%
0.04%
-83.3%
Q2 2021$3,674,000
+98.5%
10,175
+81.6%
0.23%
+62.1%
Q1 2021$1,851,000
+276.2%
5,602
+271.7%
0.14%
+241.5%
Q4 2020$492,0001,5070.04%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders