Legend Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Legend Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$22,747
-31.9%
469
-20.8%
0.02%
-32.1%
Q2 2023$33,424
-48.0%
592
-50.3%
0.03%
-48.1%
Q1 2023$64,304
-34.4%
1,191
-36.1%
0.05%
-37.2%
Q4 2022$98,049
-100.0%
1,865
-96.8%
0.09%
-96.7%
Q3 2022$2,759,484,000
+96453.0%
58,488
+3.2%
2.59%
-12.2%
Q2 2022$2,858,000
+329.8%
56,661
+435.3%
2.95%
+599.8%
Q1 2022$665,000
-64.8%
10,584
-63.1%
0.42%
-68.0%
Q4 2021$1,889,000
+184.1%
28,679
+171.0%
1.32%
+212.3%
Q3 2021$665,000
+47.5%
10,584
+748.1%
0.42%
+45.5%
Q2 2021$451,0001,2480.29%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders