Hall Private Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Hall Private Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,405,471
-50.2%
111,453
-42.1%
3.63%
-38.1%
Q2 2023$10,862,678
-2.6%
192,396
-6.9%
5.87%
+1.1%
Q1 2023$11,150,541
+2.0%
206,568
-0.6%
5.81%
-6.5%
Q4 2022$10,928,041
+7.2%
207,876
-3.8%
6.21%
+5.8%
Q3 2022$10,196,000
-2.0%
216,108
+4.7%
5.87%
+0.5%
Q2 2022$10,408,000
-26.3%
206,348
-11.0%
5.84%
-22.6%
Q1 2022$14,129,000
+1.2%
231,769
+9.3%
7.54%
-13.0%
Q4 2021$13,961,000
+4.4%
212,008
-0.5%
8.67%
+1.7%
Q3 2021$13,371,000
+8.6%
212,988
+524.6%
8.53%
+6.4%
Q2 2021$12,311,000
+23.2%
34,099
+11.7%
8.02%
-2.7%
Q4 2020$9,995,00030,5388.24%
Other shareholders
ISHARES TR shareholders Q4 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