MinichMacGregor Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 215 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.69 and the average weighting 0.1%.

Quarter-by-quarter ownership
MinichMacGregor Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$10,281,169
+7.3%
38,407
+2.4%
3.71%
-3.0%
Q3 2022$9,584,000
+7.5%
37,519
+7.5%
3.82%
+4.2%
Q2 2022$8,914,000
+421.3%
34,900
+243.7%
3.67%
+185.7%
Q1 2019$1,710,000
+4785.7%
10,153
+5572.1%
1.28%
+5487.0%
Q3 2018$35,000
+12.9%
1790.0%0.02%
+4.5%
Q2 2018$31,000
+10.7%
1790.0%0.02%0.0%
Q1 2018$28,0000.0%1790.0%0.02%0.0%
Q4 2017$28,000
+7.7%
1790.0%0.02%0.0%
Q3 2017$26,0000.0%1790.0%0.02%
-4.3%
Q2 2017$26,000
+8.3%
1790.0%0.02%
+4.5%
Q1 2017$24,000
+9.1%
1790.0%0.02%
+4.8%
Q4 2016$22,000
-59.3%
179
-59.2%
0.02%
-58.8%
Q3 2016$54,000
-98.3%
439
-98.2%
0.05%
-98.3%
Q2 2016$3,153,000
+5.0%
24,757
+0.5%
2.98%
+2.6%
Q1 2016$3,004,000
-28.6%
24,634
-18.9%
2.90%
-26.0%
Q4 2015$4,206,00030,3573.92%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Gruss & Co., LLC 2,000$533,0001.93%
Ayalon Insurance Comp Ltd. 19,393$5,204,0001.73%
Rothschild Capital Partners, LLC 20,199$5,382,0001.72%
Wharton Business Group, LLC 66,570$17,738,0001.38%
MARTIN & CO INC /TN/ 18,410$4,906,0001.22%
FMA ADVISORY INC 12,310$3,280,0001.22%
Aveo Capital Partners, LLC 16,140$4,301,0000.95%
Terra Nova Asset Management LLC 3,666$977,0000.84%
ASSETMARK, INC 586,040$156,156,0000.72%
Carl P. Sherr & Co., LLC 3,465$923,0000.64%
View complete list of ISHARES TR shareholders