Retirement Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 461 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 6.10 and the average weighting 0.5%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$141,078
-1.2%
2,909
+15.1%
0.06%0.0%
Q2 2023$142,720
+104841.2%
2,528
+0.1%
0.06%
-4.8%
Q1 2023$136
+0.7%
2,526
-1.9%
0.06%
-4.6%
Q4 2022$135
-99.9%
2,575
+16.4%
0.06%
-21.7%
Q3 2022$104,000
-27.3%
2,212
-21.9%
0.08%
+40.7%
Q2 2022$143,000
-16.9%
2,832
+0.1%
0.06%
-10.6%
Q1 2022$172,000
-7.5%
2,8290.0%0.07%
-18.5%
Q4 2021$186,000
+5.1%
2,829
+0.2%
0.08%0.0%
Q3 2021$177,000
+0.6%
2,824
+479.9%
0.08%
-4.7%
Q2 2021$176,000
+2.9%
487
-6.2%
0.08%
+9.0%
Q1 2021$171,000
+1.2%
5190.0%0.08%0.0%
Q4 2020$169,000
-32.9%
519
-38.4%
0.08%
-44.7%
Q3 2020$252,000
+49.1%
842
+32.2%
0.14%
+34.3%
Q2 2020$169,000
+2314.3%
637
+2175.0%
0.10%
+2000.0%
Q4 2019$7,000280.01%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 216,108$10,196,0005.87%
CUMBERLAND ADVISORS INC 308,050$14,534,0005.79%
Crumly & Associates Inc. 241,605$11,399,0004.70%
Ulrich Consultants & Investment Group, LLC 115,045$5,428,0004.19%
Safeguard Investment Advisory Group, LLC 124,770$5,886,0004.03%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,499$8,138,0003.87%
Flaharty Asset Management, LLC 378,713$17,868,0003.68%
Madden Advisory Services, Inc. 81,074$3,825,0003.06%
Ahrens Investment Partners LLC 121,933$5,753,0003.03%
Stonebridge Financial Planning Group, LLC 91,759$4,329,0003.03%
View complete list of ISHARES TR shareholders