Wambolt & Associates, LLC - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 325 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 2.86 and the average weighting 0.3%.

Quarter-by-quarter ownership
Wambolt & Associates, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$406,795
-10.7%
7,241
-18.2%
0.12%
-13.2%
Q1 2024$455,579
-53.1%
8,848
-55.5%
0.14%
-57.1%
Q4 2023$970,876
-35.1%
19,891
-41.2%
0.32%
-41.6%
Q3 2023$1,496,687
+3.1%
33,854
+1.9%
0.54%
+5.0%
Q2 2023$1,451,934
+9.4%
33,225
-1.1%
0.52%
+9.8%
Q1 2023$1,326,640
-4.1%
33,594
+1.4%
0.47%
-11.3%
Q4 2022$1,382,985
+1.3%
33,133
-1.0%
0.53%
-8.4%
Q3 2022$1,365,000
+5.1%
33,467
+1.5%
0.58%
+11.1%
Q2 2022$1,299,000
-9.4%
32,984
+4.5%
0.52%0.0%
Q1 2022$1,434,000
+6.5%
31,571
+7.5%
0.52%
+7.4%
Q4 2021$1,346,000
+12.4%
29,365
+20.5%
0.49%
+1.2%
Q3 2021$1,198,000
+55.6%
24,373
+39.7%
0.48%
+46.8%
Q2 2021$770,000
+54.3%
17,452
+48.1%
0.33%
+25.8%
Q1 2021$499,00011,7820.26%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Maple-Brown Abbott Ltd 699,151$22,362,00010.00%
Ninety One North America, Inc. 515,586$16,491,0005.12%
Somerset Capital Management LLP 419,491$13,417,0004.68%
BPV Resources, LLC 11,482$367,0004.48%
Horizon Investments, LLC 1,097,551$35,111,0003.33%
Windhaven Investment Management, Inc. 9,621,343$307,739,0002.02%
FOUNDERS FINANCIAL SECURITIES LLC 116,357$3,722,0001.92%
CUMBERLAND ADVISORS INC 107,230$3,430,0001.78%
MARTIN CURRIE LTD 575,600$18,411,0001.65%
Shamrock Asset Management LLC 123,198$3,940,0001.57%
View complete list of ISHARES TR shareholders