Physician Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 661 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
Physician Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$454,802
+5.6%
8,038
+3.7%
0.08%
-7.7%
Q1 2024$430,538
+4.0%
7,749
+4.1%
0.09%
-1.1%
Q4 2023$413,898
-2.9%
7,443
-16.4%
0.09%
-16.4%
Q3 2023$426,391
-10.9%
8,907
+3.7%
0.11%
-7.6%
Q2 2023$478,364
-0.2%
8,591
+1.8%
0.12%
-5.6%
Q1 2023$479,152
+5.8%
8,440
+0.9%
0.13%
+3.3%
Q4 2022$453,012
+0.4%
8,367
-6.7%
0.12%
-12.2%
Q3 2022$451,000
-13.9%
8,967
-8.1%
0.14%
-8.6%
Q2 2022$524,000
+2.9%
9,753
+7.9%
0.15%
+12.6%
Q1 2022$509,000
-0.8%
9,042
+9.6%
0.14%0.0%
Q4 2021$513,000
+20.1%
8,248
+21.7%
0.14%
+15.4%
Q3 2021$427,000
-16.1%
6,777
-17.7%
0.12%
-19.9%
Q2 2021$509,000
-73.5%
8,239
+43.8%
0.15%
-76.6%
Q1 2021$1,919,000
+6.8%
5,731
+9.0%
0.62%
+2.1%
Q4 2020$1,796,000
-8.1%
5,257
-19.0%
0.61%
-22.1%
Q3 2020$1,954,000
+7.8%
6,493
+4.2%
0.78%
+7.4%
Q2 2020$1,812,000
+34.8%
6,232
+18.0%
0.73%
+8.6%
Q1 2020$1,344,0005,2800.67%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 22,202$5,847,0006.62%
J Arnold Wealth Management Co 17,375$4,593,0005.90%
LUCAS CAPITAL MANAGEMENT 17,325$4,579,0005.43%
CUMBERLAND ADVISORS INC 59,089$15,618,0005.38%
Jackson Financial Management 33,920$8,966,0004.63%
Concorde Asset Management, LLC 25,242$6,672,0004.62%
BANK HAPOALIM BM 77,000$20,353,0004.47%
SPC Financial, Inc. 68,564$18,123,0003.32%
Milestone Advisory Partners 23,135$6,115,0003.21%
MinichMacGregor Wealth Management, LLC 21,666$5,726,0003.19%
View complete list of ISHARES TR shareholders