Selective Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 549 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.4%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$61,000
-44.5%
1,200
-33.3%
0.02%
-45.0%
Q1 2022$110,000
-7.6%
1,8000.0%0.04%
-18.4%
Q4 2021$119,000
+5.3%
1,8000.0%0.05%
-18.3%
Q3 2021$113,000
+213.9%
1,800
+1700.0%
0.06%
+106.9%
Q2 2021$36,000
+300.0%
100
+203.0%
0.03%
+314.3%
Q2 2020$9,000330.01%
Other shareholders
ISHARES TR shareholders Q2 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