Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 212 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$346,353
-11.7%
1,407
-8.2%
0.03%
-28.3%
Q2 2023$392,035
-4.6%
1,533
-7.8%
0.05%
-6.1%
Q1 2023$410,909
-13.3%
1,662
-6.2%
0.05%
-22.2%
Q4 2022$474,124
+4.9%
1,771
+0.1%
0.06%
-8.7%
Q3 2022$452,000
+1.8%
1,770
+1.8%
0.07%
+4.5%
Q2 2022$444,000
+39.6%
1,738
+54.5%
0.07%
+57.1%
Q1 2022$318,000
+33.1%
1,125
+36.5%
0.04%
+31.2%
Q4 2021$239,000
+9.6%
824
-3.6%
0.03%
+3.2%
Q3 2021$218,000
-4.0%
855
+0.2%
0.03%
+10.7%
Q2 2021$227,000
+20.1%
853
+13.4%
0.03%
-9.7%
Q1 2021$189,000
+7.4%
752
+0.1%
0.03%
-16.2%
Q4 2020$176,000
-99.9%
751
+0.1%
0.04%
-54.3%
Q3 2020$160,687,000
+8.6%
750
+0.3%
0.08%
-1.2%
Q2 2020$148,004,000
+18.7%
7480.0%0.08%
+3.8%
Q1 2020$124,711,000
-20.5%
748
+0.1%
0.08%
-16.0%
Q4 2019$156,836,0007470.09%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
SFI Advisors, LLC 9,356$2,393,2652.27%
MARTIN & CO INC /TN/ 18,896$4,833,6611.22%
Terra Nova Asset Management LLC 5,059$1,293,9931.18%
Wharton Business Group, LLC 67,110$17,1671.13%
Phoenix Holdings Ltd. 210,000$53,718,0001.10%
Mason & Associates Inc 13,765$3,521,1541.04%
BANK HAPOALIM BM 21,415$5,4780.78%
Thrive Capital Management, LLC 5,261$1,345,7900.77%
Financial Freedom, LLC 3,702$947,0670.66%
Carl P. Sherr & Co., LLC 3,381$864,8600.57%
View complete list of ISHARES TR shareholders