Foundations Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$213,183
-25.9%
4,396
-13.7%
0.01%
-30.0%
Q2 2023$287,590
+27.4%
5,094
+21.8%
0.01%
+25.0%
Q1 2023$225,718
-14.1%
4,182
-16.3%
0.01%
-20.0%
Q4 2022$262,797
-8.4%
4,999
-17.8%
0.01%
-23.1%
Q3 2022$287,000
-29.1%
6,080
-22.9%
0.01%
-23.5%
Q2 2022$405,000
-61.4%
7,881
+151.0%
0.02%
-72.1%
Q1 2021$1,050,000
+105.9%
3,140
+109.3%
0.06%
+79.4%
Q4 2020$510,0001,5000.03%
Other shareholders
ISHARES TR shareholders Q2 2022
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