Realta Investment Advisors - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$310,274
+5.8%
5,495
+5.8%
0.07%
+10.9%
Q2 2023$293,320
+18.3%
5,195
+13.1%
0.06%
+6.7%
Q1 2023$247,959
-39.9%
4,594
-41.5%
0.06%
-40.6%
Q4 2022$412,781
-6.2%
7,852
-15.7%
0.10%
-12.2%
Q3 2022$440,000
+3.8%
9,317
+12.9%
0.12%
+10.6%
Q2 2022$424,000
-13.6%
8,253
+2.5%
0.10%
+6.1%
Q1 2022$491,000
-9.6%
8,053
-2.4%
0.10%
-17.6%
Q4 2021$543,000
+8.2%
8,250
+3.2%
0.12%
+0.8%
Q3 2021$502,000
+6.6%
7,998
+512.9%
0.12%
+5.4%
Q2 2021$471,000
+68.8%
1,305
+54.6%
0.11%
+53.4%
Q1 2021$279,000
-0.4%
844
-1.3%
0.07%
-7.6%
Q4 2020$280,000
+5.7%
855
-3.4%
0.08%
-11.2%
Q3 2020$265,000
+22.7%
885
+8.6%
0.09%
+25.4%
Q2 2020$216,000
+369.6%
815
+357.9%
0.07%
+446.2%
Q4 2019$46,000
+1050.0%
178
+888.9%
0.01%
+1200.0%
Q3 2019$4,000180.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 291,204$15,308,5946.63%
Hobart Private Capital, LLC 181,847$9,559,6976.47%
J Arnold Wealth Management Co 240,573$12,646,9366.24%
Hall Private Wealth Advisors 207,876$10,928,0416.21%
FinDec Wealth Services, Inc. 129,539$6,809,8435.63%
Safeguard Investment Advisory Group, LLC 130,804$6,877,4454.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,433$9,0123.92%
RPg Family Wealth Advisory, LLC 96,861$5,091,9833.49%
Flaharty Asset Management, LLC 344,242$18,096,8253.39%
Madden Advisory Services, Inc. 84,630$4,449,0213.33%
View complete list of ISHARES TR shareholders