Kozak & Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 172 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.67 and the average weighting 0.1%.

Quarter-by-quarter ownership
Kozak & Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$33,080
-2.3%
132
-0.8%
0.01%
-14.3%
Q2 2023$33,865
+2.9%
1330.0%0.01%
-6.7%
Q1 2023$32,901
+91291.7%
1330.0%0.02%
-16.7%
Q4 2022$36
-99.9%
1330.0%0.02%
-14.3%
Q3 2022$34,000
-12.8%
133
-12.5%
0.02%
-19.2%
Q2 2022$39,000
-58.5%
152
-55.6%
0.03%
-56.7%
Q1 2022$94,0000.0%3420.0%0.06%0.0%
Q4 2021$94,000
-1.1%
342
+0.3%
0.06%
+7.1%
Q3 2021$95,0003410.06%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
MARTIN & CO INC /TN/ 18,785$4,623,0501.21%
Terra Nova Asset Management LLC 5,059$1,293,9931.18%
Mason & Associates Inc 14,223$3,500,3051.12%
Wharton Business Group, LLC 67,110$16,5160.92%
Thrive Capital Management, LLC 6,542$1,609,9830.89%
BANK HAPOALIM BM 20,261$4,9860.81%
Financial Freedom, LLC 3,702$911,1540.65%
Carl P. Sherr & Co., LLC 3,381$832,0640.56%
GARRISON POINT ADVISORS, LLC 2,407$592,3630.46%
FIRST NATIONAL CORP /MA/ /ADV 5,221$1,284,8880.34%
View complete list of ISHARES TR shareholders