Physician Wealth 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
Physician Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
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 Q3 2023
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 35,928$8,220,0005.50%
MinichMacGregor Wealth Management, LLC 30,934$7,148,0005.37%
CUMBERLAND ADVISORS INC 64,084$14,837,0005.14%
LUCAS CAPITAL MANAGEMENT 17,762$4,112,0004.86%
STRINGER ASSET MANAGEMENT, LLC 18,718$4,334,0004.37%
Concorde Asset Management, LLC 26,879$6,223,0004.02%
SPC Financial, Inc. 78,363$18,143,0003.88%
Q3 Asset Management 95,921$1,265,0003.41%
BANK HAPOALIM BM 61,052$14,135,0003.39%
SWARTHMORE GROUP INC 3,050$706,0003.03%
View complete list of ISHARES TR shareholders