Beacon Pointe Advisors, LLC - 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
Beacon Pointe Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$625,085
-22.6%
12,890
-9.9%
0.01%
-38.5%
Q2 2023$807,559
+25.9%
14,304
+20.4%
0.01%
+18.2%
Q1 2023$641,201
-15.7%
11,877
-17.9%
0.01%
-26.7%
Q4 2022$760,999
+26.4%
14,475
+13.1%
0.02%
+15.4%
Q3 2022$602,000
-11.7%
12,801
-5.5%
0.01%
-7.1%
Q2 2022$682,000
-33.9%
13,541
-20.0%
0.01%0.0%
Q1 2022$1,032,000
+4.0%
16,927
+12.4%
0.01%
-46.2%
Q4 2021$992,000
+24.5%
15,061
+18.7%
0.03%
+30.0%
Q3 2021$797,00012,6910.02%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 35,928$8,220,0005.50%
MinichMacGregor Wealth Management, LLC 30,934$7,148,0005.37%
CUMBERLAND ADVISORS INC 64,084$14,837,0005.14%
LUCAS CAPITAL MANAGEMENT 17,762$4,112,0004.86%
STRINGER ASSET MANAGEMENT, LLC 18,718$4,334,0004.37%
Concorde Asset Management, LLC 26,879$6,223,0004.02%
SPC Financial, Inc. 78,363$18,143,0003.88%
Q3 Asset Management 95,921$1,265,0003.41%
BANK HAPOALIM BM 61,052$14,135,0003.39%
SWARTHMORE GROUP INC 3,050$706,0003.03%
View complete list of ISHARES TR shareholders