MinichMacGregor Wealth Management, 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 Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
MinichMacGregor Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$88,895
-99.0%
1,691
-93.7%
0.03%
-99.1%
Q4 2020$8,838,000
+10.4%
27,004
+1.1%
3.60%
-4.7%
Q3 2020$8,004,000
+488.1%
26,716
+419.7%
3.78%
+401.6%
Q2 2020$1,361,000
-76.2%
5,141
-76.3%
0.75%
-76.4%
Q4 2019$5,726,000
+9.2%
21,666
+2.1%
3.19%
-10.1%
Q3 2019$5,244,000
-30.6%
21,213
-31.9%
3.55%
-32.8%
Q2 2019$7,551,000
+5.6%
31,128
+0.6%
5.28%
-1.7%
Q1 2019$7,148,000
-2.7%
30,934
-4.1%
5.37%
+10.8%
Q3 2018$7,343,000
+22.8%
32,249
+8.5%
4.84%
+13.8%
Q2 2018$5,980,000
+12.0%
29,716
+2.9%
4.26%
+2.3%
Q1 2018$5,341,000
+5.3%
28,872
-1.2%
4.16%
+5.0%
Q4 2017$5,072,000
+5.5%
29,234
+1.6%
3.96%
-0.6%
Q3 2017$4,807,000
+4.3%
28,784
+4.1%
3.99%
-0.3%
Q2 2017$4,607,000
+17.9%
27,655
+7.1%
4.00%
+13.6%
Q1 2017$3,908,000
+16.6%
25,811
+2.5%
3.52%
+12.2%
Q4 2016$3,352,000
+5.0%
25,178
+14.7%
3.14%
+4.7%
Q3 2016$3,192,000
+7.2%
21,960
-0.1%
3.00%
+6.5%
Q2 2016$2,978,000
+11.3%
21,972
+0.6%
2.81%
+8.9%
Q1 2016$2,675,00021,8462.58%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 291,204$15,308,5946.63%
Hobart Private Capital, LLC 181,847$9,559,6976.47%
J Arnold Wealth Management Co 240,573$12,646,9366.24%
Hall Private Wealth Advisors 207,876$10,928,0416.21%
FinDec Wealth Services, Inc. 129,539$6,809,8435.63%
Safeguard Investment Advisory Group, LLC 130,804$6,877,4454.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,433$9,0123.92%
RPg Family Wealth Advisory, LLC 96,861$5,091,9833.49%
Flaharty Asset Management, LLC 344,242$18,096,8253.39%
Madden Advisory Services, Inc. 84,630$4,449,0213.33%
View complete list of ISHARES TR shareholders