VIVID FINANCIAL MANAGEMENT, INC. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
VIVID FINANCIAL MANAGEMENT, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$383,000
-2.3%
5,816
-6.9%
0.14%
-11.2%
Q3 2021$392,000
-53.7%
6,246
+166.4%
0.16%
-53.7%
Q2 2021$847,000
-69.8%
2,345
-72.4%
0.35%
-73.0%
Q1 2021$2,808,000
-26.4%
8,500
-27.0%
1.29%
-29.8%
Q4 2020$3,813,000
+17.3%
11,650
+7.4%
1.84%
-8.0%
Q3 2020$3,251,000
+5.7%
10,850
-6.6%
2.00%
+4.2%
Q2 2020$3,076,00011,6161.92%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Concorde Asset Management, LLC 22,979$5,227,0005.10%
LUCAS CAPITAL MANAGEMENT 18,486$4,205,0005.09%
CUMBERLAND ADVISORS INC 32,750$7,450,0004.99%
MinichMacGregor Wealth Management, LLC 32,249$7,343,0004.84%
PFM Health Sciences, LP 1,233,000$280,483,0004.11%
Donoghue Forlines LLC 212,300$48,294,0003.77%
SPC Financial, Inc. 78,356$17,824,0003.57%
Q3 Asset Management 6,687$1,521,0002.94%
Milestone Advisory Partners 17,129$3,897,0002.76%
Karp Capital Management Corp 34,583$7,867,0002.71%
View complete list of ISHARES TR shareholders