CLIENT 1ST ADVISORY GROUP, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.

Quarter-by-quarter ownership
CLIENT 1ST ADVISORY GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$336,978
-31.3%
6,948
-20.0%
0.18%
-31.0%
Q2 2023$490,592
-0.3%
8,689
-4.7%
0.26%
-3.4%
Q1 2023$491,931
-4.0%
9,113
-6.5%
0.27%
-11.0%
Q4 2022$512,628
-8.9%
9,751
-18.3%
0.30%
-14.3%
Q3 2022$563,000
-8.8%
11,935
-2.4%
0.35%
-4.6%
Q2 2022$617,000
-29.5%
12,234
-14.8%
0.37%
-14.3%
Q1 2022$875,000
-14.5%
14,353
-7.6%
0.43%
-14.2%
Q4 2021$1,023,000
-8.0%
15,534
-12.3%
0.50%
-12.1%
Q3 2021$1,112,000
-23.4%
17,718
+341.0%
0.57%
-24.5%
Q2 2021$1,451,000
-54.7%
4,018
-58.6%
0.75%
-59.0%
Q1 2021$3,205,000
-5.0%
9,701
-4.0%
1.84%
-16.2%
Q4 2020$3,374,000
+7.7%
10,103
+2.8%
2.19%
-0.2%
Q3 2020$3,133,000
+29.9%
9,829
+19.1%
2.20%
+9.9%
Q2 2020$2,411,0008,2522.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders