Copperleaf Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 562 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
Copperleaf Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$790,000
-15.8%
15,672
+1.9%
0.80%
-3.8%
Q1 2022$938,000
-2.4%
15,384
+5.5%
0.83%
+0.2%
Q4 2021$961,000
+28.6%
14,586
+22.5%
0.83%
+15.4%
Q3 2021$747,000
+26.2%
11,905
+625.9%
0.72%
+24.0%
Q2 2021$592,000
+9.0%
1,640
-0.3%
0.58%
+0.2%
Q1 2021$543,000
-58.5%
1,645
-58.9%
0.58%
-48.2%
Q4 2020$1,309,0003,9991.12%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 212,008$13,961,0008.67%
Bullseye Investment Management, LLC 136,626$8,997,0006.55%
OGOREK ANTHONY JOSEPH /NY/ /ADV 200,973$13,234,0005.65%
Madden Advisory Services, Inc. 122,397$8,060,0005.29%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,067,020$70,270,0005.04%
CUMBERLAND ADVISORS INC 331,735$21,845,0004.58%
Safeguard Investment Advisory Group, LLC 110,697$7,289,0004.25%
Diversified, LLC 150,522$9,912,0004.19%
Flaharty Asset Management, LLC 343,176$22,598,0004.16%
Ahrens Investment Partners LLC 140,861$9,276,0004.10%
View complete list of ISHARES TR shareholders