MBE Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.

Quarter-by-quarter ownership
MBE Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$274,000
-25.3%
5,424
-9.9%
0.19%
-12.4%
Q1 2022$367,000
-17.0%
6,018
-10.4%
0.22%
-4.0%
Q4 2021$442,000
-8.9%
6,714
-13.1%
0.23%
-8.1%
Q3 2021$485,000
-14.5%
7,723
+392.2%
0.25%
-16.0%
Q2 2021$567,000
-87.2%
1,569
-88.3%
0.29%
-87.8%
Q1 2021$4,422,000
-1.9%
13,384
-2.8%
2.40%
-21.2%
Q4 2020$4,507,000
+32.3%
13,772
+7.0%
3.05%
+6.5%
Q3 2020$3,406,000
+0.2%
12,867
+0.2%
2.86%
+0.1%
Q2 2020$3,400,000
+169900.0%
12,842
+106916.7%
2.86%
+142850.0%
Q1 2020$2,000120.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 212,008$13,961,0008.67%
Bullseye Investment Management, LLC 136,626$8,997,0006.55%
OGOREK ANTHONY JOSEPH /NY/ /ADV 200,973$13,234,0005.65%
Madden Advisory Services, Inc. 122,397$8,060,0005.29%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,067,020$70,270,0005.04%
CUMBERLAND ADVISORS INC 331,735$21,845,0004.58%
Safeguard Investment Advisory Group, LLC 110,697$7,289,0004.25%
Diversified, LLC 150,522$9,912,0004.19%
Flaharty Asset Management, LLC 343,176$22,598,0004.16%
Ahrens Investment Partners LLC 140,861$9,276,0004.10%
View complete list of ISHARES TR shareholders