Core Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 117 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Core Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,119
+1.8%
550.0%0.00%0.0%
Q2 2023$2,081
-50.2%
55
-52.2%
0.00%
-50.0%
Q1 2023$4,181
-96.2%
115
-96.5%
0.00%
-95.8%
Q4 2022$109,692
-57.0%
3,322
-55.8%
0.05%
-67.8%
Q3 2022$255,000
+12.3%
7,523
+16.0%
0.15%
+6.4%
Q2 2022$227,000
-18.9%
6,488
-1.1%
0.14%
-10.8%
Q1 2022$280,000
+41.4%
6,562
+48.0%
0.16%
+33.1%
Q4 2021$198,000
+57.1%
4,433
+53.4%
0.12%
+40.5%
Q3 2021$126,000
+133.3%
2,890
+133.1%
0.08%
+133.3%
Q2 2021$54,000
+116.0%
1,240
+92.2%
0.04%
+63.6%
Q1 2021$25,0006450.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,549$7,402,0003.31%
Royal Harbor Partners, LLC 114,403$4,936,0003.28%
CADINHA & CO LLC 400,407$17,278,0002.32%
AMARILLO NATIONAL BANK 156,996$6,775,0001.94%
Migdal Insurance & Financial Holdings Ltd. 2,590,845$111,795,0001.17%
LVM CAPITAL MANAGEMENT LTD/MI 167,800$7,241,0001.10%
RETIREMENT CAPITAL STRATEGIES 64,241$2,772,0001.06%
Wharton Business Group, LLC 142,366$6,143,0000.48%
Wealthcare Advisory Partners LLC 134,719$5,813,0000.39%
BAKER TILLY WEALTH MANAGEMENT, LLC 25,726$1,110,0000.18%
View complete list of ISHARES TR shareholders