Portfolio Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 562 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
Portfolio Strategies, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$9,591,000
+108.4%
152,766
+777.4%
1.92%
-9.0%
Q4 2019$4,602,000
+5.7%
17,412
-1.1%
2.11%
-5.2%
Q3 2019$4,352,000
+152.4%
17,602
+136.5%
2.23%
+63.7%
Q1 2019$1,724,000
+59.8%
7,444
+37.8%
1.36%
+45.2%
Q4 2018$1,079,000
-10.5%
5,401
+1.9%
0.94%
+33.2%
Q3 2018$1,205,000
+13.7%
5,298
+0.3%
0.70%0.0%
Q2 2018$1,060,000
+8.5%
5,2820.0%0.70%
-6.5%
Q1 2018$977,000
+5.3%
5,282
-1.2%
0.75%
+17.7%
Q4 2017$928,0005,3470.64%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders