Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 572 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$277,965
+18.8%
4,960
+24.2%
0.02%
+5.6%
Q1 2024$234,053
-2.3%
3,995
-10.0%
0.02%
-10.0%
Q4 2023$239,576
-6.9%
4,439
-16.4%
0.02%
-16.7%
Q3 2023$257,452
-17.1%
5,308
-3.5%
0.02%
-33.3%
Q2 2023$310,547
+11.9%
5,500
+7.0%
0.04%
+9.1%
Q1 2023$277,540
+2.7%
5,142
+0.0%
0.03%
-8.3%
Q4 2022$270,252
+35.1%
5,141
+21.2%
0.04%
+20.0%
Q3 2022$200,000
-5.7%
4,242
+0.9%
0.03%
-6.2%
Q2 2022$212,000
-18.8%
4,205
-1.7%
0.03%
-5.9%
Q1 2022$261,000
-2.2%
4,276
+5.5%
0.03%
-2.9%
Q4 2021$267,000
+35.5%
4,053
+28.6%
0.04%
+25.0%
Q3 2021$197,000
+13.9%
3,152
+556.7%
0.03%
+33.3%
Q2 2021$173,000
+60.2%
480
+46.3%
0.02%
+16.7%
Q1 2021$108,000
-7.7%
328
-8.6%
0.02%
-28.0%
Q4 2020$117,000
-99.9%
359
+9.5%
0.02%
-51.9%
Q3 2020$103,078,000
+41.0%
328
+22.8%
0.05%
+26.8%
Q2 2020$73,110,000
+29.8%
267
+6.8%
0.04%
+13.9%
Q1 2020$56,343,000
-23.6%
250
-7.4%
0.04%
-18.2%
Q4 2019$73,768,0002700.04%
Other shareholders
ISHARES TR shareholders Q4 2023
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