Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 110 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$86,000
-8.5%
474
-6.5%
0.01%
+9.1%
Q2 2021$94,000
+5.6%
507
+0.2%
0.01%
-26.7%
Q1 2021$89,000
-1.1%
506
+0.4%
0.02%
-21.1%
Q4 2020$90,000
-99.9%
504
+7.7%
0.02%
-52.5%
Q3 2020$79,426,000
+8.1%
468
+0.2%
0.04%
-2.4%
Q2 2020$73,503,000
+17.1%
4670.0%0.04%
+2.5%
Q1 2020$62,786,000
-16.1%
467
+0.4%
0.04%
-11.1%
Q4 2019$74,860,0004650.04%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
CHEMUNG CANAL TRUST CO 18,392$3,118,0000.78%
Financial Management Professionals, Inc. 15,147$2,568,0000.59%
CAHILL FINANCIAL ADVISORS INC 7,057$1,197,0000.25%
Family Firm, Inc. 3,858$654,0000.21%
AFT, FORSYTH & COMPANY, INC. 1,344$228,0000.20%
Asset Management Group, Inc. 4,040$685,0000.17%
MBL Wealth, LLC 3,082$5230.11%
Institute for Wealth Management, LLC. 2,871$487,0000.11%
Raab & Moskowitz Asset Management LLC 1,537$260,0000.11%
PATTEN & PATTEN INC/TN 5,978$1,014,0000.10%
View complete list of ISHARES TR shareholders