PRW Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
PRW Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$283,000
-14.2%
4,500
+350.0%
0.14%
-12.3%
Q1 2021$330,000
+0.9%
1,0000.0%0.16%
-12.0%
Q4 2020$327,000
-0.9%
1,000
-9.1%
0.18%
-22.0%
Q3 2020$330,000
+13.4%
1,1000.0%0.24%
+1.7%
Q2 2020$291,000
+17.3%
1,1000.0%0.23%
-22.9%
Q1 2020$248,000
-14.8%
1,1000.0%0.30%
-8.8%
Q4 2019$291,000
+7.0%
1,1000.0%0.33%0.0%
Q3 2019$272,000
+2.6%
1,1000.0%0.33%
+12.2%
Q2 2019$265,000
+43.2%
1,100
+37.5%
0.29%
+70.9%
Q1 2019$185,000
+15.6%
8000.0%0.17%
-13.6%
Q4 2018$160,0008000.20%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders