Outlook Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 558 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.49 and the average weighting 0.4%.

Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$4,768,000
-23.0%
94,519
-6.9%
1.95%
-5.7%
Q1 2022$6,190,000
-22.7%
101,556
-16.5%
2.07%
-12.0%
Q4 2021$8,009,000
+41.0%
121,619
+34.4%
2.35%
+26.7%
Q3 2021$5,680,000
+68.5%
90,468
+868.9%
1.86%
+72.3%
Q2 2021$3,371,000
-45.6%
9,337
-50.2%
1.08%
-50.0%
Q1 2021$6,196,000
+5.4%
18,756
+4.4%
2.15%
+0.6%
Q4 2020$5,880,000
+31.0%
17,967
+19.9%
2.14%
+20.0%
Q3 2020$4,488,000
+22.8%
14,979
+8.5%
1.78%
+15.2%
Q2 2020$3,655,000
+26.2%
13,804
+7.4%
1.55%
-5.3%
Q1 2020$2,897,000
-30.8%
12,857
-18.8%
1.64%
-30.6%
Q4 2019$4,185,000
+45.8%
15,834
+36.4%
2.36%
+37.9%
Q3 2019$2,870,000
+33.0%
11,607
+29.4%
1.71%
+20.2%
Q2 2019$2,158,000
+78.9%
8,968
+72.2%
1.42%
+43.2%
Q1 2019$1,206,0005,2070.99%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 35,928$8,220,0005.50%
MinichMacGregor Wealth Management, LLC 30,934$7,148,0005.37%
CUMBERLAND ADVISORS INC 64,084$14,837,0005.14%
LUCAS CAPITAL MANAGEMENT 17,762$4,112,0004.86%
STRINGER ASSET MANAGEMENT, LLC 18,718$4,334,0004.37%
Concorde Asset Management, LLC 26,879$6,223,0004.02%
SPC Financial, Inc. 78,363$18,143,0003.88%
Q3 Asset Management 95,921$1,265,0003.41%
BANK HAPOALIM BM 61,052$14,135,0003.39%
SWARTHMORE GROUP INC 3,050$706,0003.03%
View complete list of ISHARES TR shareholders