Powell Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 197 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.26 and the average weighting 0.1%.

Quarter-by-quarter ownership
Powell Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$86,222
-3.4%
3490.0%0.05%0.0%
Q2 2023$89,274
+3.5%
3490.0%0.05%
+8.3%
Q1 2023$86,276
-7.7%
3490.0%0.05%
-11.1%
Q4 2022$93,424
+5.0%
3490.0%0.05%
-6.9%
Q3 2022$89,0000.0%3490.0%0.06%
+7.4%
Q2 2022$89,000
-10.1%
3490.0%0.05%
-6.9%
Q1 2022$99,000
-2.0%
3490.0%0.06%
+1.8%
Q4 2021$101,000
+13.5%
3490.0%0.06%
+3.6%
Q3 2021$89,000
-4.3%
3490.0%0.06%
-3.5%
Q2 2021$93,000
+5.7%
3490.0%0.06%
-1.7%
Q1 2021$88,000
+144.4%
349
+125.2%
0.06%
+114.8%
Q4 2020$36,000
+16.1%
1550.0%0.03%0.0%
Q3 2020$31,000
+3.3%
1550.0%0.03%
-6.9%
Q2 2020$30,0001550.03%
Q1 2020$000.00%
Other shareholders
ISHARES TR shareholders Q3 2023
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