Legend Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 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 Q3 2023
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders