Carolina Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 136 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
Carolina Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,349
+1.8%
610.0%0.00%0.0%
Q2 2023$2,307
+4.1%
610.0%0.00%0.0%
Q1 2023$2,217
+110750.0%
610.0%0.00%0.0%
Q4 2022$2
-99.9%
610.0%0.00%
-50.0%
Q3 2022$2,0000.0%610.0%0.00%
+100.0%
Q2 2022$2,000
-33.3%
610.0%0.00%
-50.0%
Q1 2022$3,0000.0%610.0%0.00%0.0%
Q4 2021$3,0000.0%610.0%0.00%0.0%
Q3 2021$3,0000.0%610.0%0.00%0.0%
Q2 2021$3,000
+50.0%
610.0%0.00%
+100.0%
Q1 2021$2,0000.0%610.0%0.00%
-50.0%
Q4 2020$2,0000.0%610.0%0.00%0.0%
Q3 2020$2,000610.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 69,963$2,823,0001.14%
Wharton Business Group, LLC 95,836$3,867,0000.32%
Wealthcare Advisory Partners LLC 62,550$2,524,0000.22%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 9,500$383,0000.18%
Buffington Mohr McNeal 17,645$712,0000.17%
CX Institutional 31,900$1,287,0000.12%
Ellis Investment Partners, LLC 10,057$406,0000.12%
BAKER TILLY WEALTH MANAGEMENT, LLC 7,605$307,0000.10%
Crescent Grove Advisors, LLC 14,879$601,0000.08%
NAPLES GLOBAL ADVISORS, LLC 11,010$444,0000.08%
View complete list of ISHARES TR shareholders