Independent Family Office, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 544 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.3%.

Quarter-by-quarter ownership
Independent Family Office, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$291,000
-14.1%
6,0000.0%0.18%
-11.2%
Q2 2023$338,760
+4.6%
6,0000.0%0.20%
+9.6%
Q1 2023$323,880
+2.7%
6,0000.0%0.19%
-1.1%
Q4 2022$315,420
+11.5%
6,0000.0%0.19%
+35.0%
Q3 2022$283,000
-6.6%
6,0000.0%0.14%
-6.7%
Q2 2022$303,000
-17.2%
6,0000.0%0.15%
+25.0%
Q1 2022$366,000
-7.3%
6,0000.0%0.12%
-19.5%
Q4 2021$395,000
+4.8%
6,0000.0%0.15%
-3.9%
Q3 2021$377,000
+4.4%
6,000
+500.0%
0.16%
+9.9%
Q2 2021$361,000
+20.3%
1,0000.0%0.14%
+19.5%
Q1 2021$300,000
-8.3%
1,0000.0%0.12%
-13.9%
Q4 2020$327,000
+9.0%
1,0000.0%0.14%
-3.5%
Q3 2020$300,000
+13.2%
1,0000.0%0.14%
+3.6%
Q2 2020$265,000
+17.8%
1,0000.0%0.14%
-2.1%
Q1 2020$225,000
-14.8%
1,0000.0%0.14%
-15.7%
Q4 2019$264,0001,0000.17%
Other shareholders
ISHARES TR shareholders Q1 2023
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