Retirement Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 91 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.36 and the average weighting 0.0%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$708
-1.1%
40.0%0.00%
Q2 2023$716
+71500.0%
40.0%0.00%
Q1 2023$10.0%40.0%0.00%
Q4 2022$1
-99.9%
40.0%0.00%
Q2 2022$1,0000.0%40.0%0.00%
Q1 2022$1,0000.0%40.0%0.00%
Q4 2021$1,0000.0%40.0%0.00%
Q3 2021$1,0000.0%40.0%0.00%
Q2 2021$1,0000.0%40.0%0.00%
Q1 2021$1,00040.0%0.00%
Q4 2020$0
-100.0%
40.0%0.00%
-100.0%
Q3 2020$1,0000.0%40.0%0.00%0.0%
Q2 2020$1,0000.0%40.0%0.00%0.0%
Q4 2019$1,00040.00%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
SOUTHERN CAPITAL ADVISORS, LLC 5,335$1,036,0000.71%
MURPHY CAPITAL MANAGEMENT INC 17,625$3,423,0000.40%
RWA WEALTH PARTNERS, LLC 28,466$5,530,0000.36%
CAHILL FINANCIAL ADVISORS INC 7,106$1,380,0000.26%
Family Firm, Inc. 4,008$779,0000.20%
AFT, FORSYTH & COMPANY, INC. 1,341$261,0000.17%
Asset Management Group, Inc. 4,024$782,0000.16%
Concorde Asset Management, LLC 1,060$206,0000.14%
Raab & Moskowitz Asset Management LLC 1,572$305,0000.10%
PATTEN & PATTEN INC/TN 6,003$1,166,0000.08%
View complete list of ISHARES TR shareholders