Goodwin Investment Advisory - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Goodwin Investment Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$46,366
-14.1%
9560.0%0.03%
-15.6%
Q2 2023$53,976
-15.0%
956
-18.7%
0.03%
-22.0%
Q1 2023$63,480
+1.6%
1,176
-1.1%
0.04%
-6.8%
Q4 2022$62,506
-47.0%
1,189
-52.6%
0.04%
-50.6%
Q3 2022$118,000
-100.0%
2,511
-96.4%
0.09%
-96.7%
Q2 2022$3,530,596,000
+89668.5%
69,996
+7.5%
2.72%
+0.9%
Q1 2022$3,933,000
+5.4%
65,131
+14.3%
2.70%
-3.4%
Q4 2021$3,733,000
+280.1%
56,985
+263.5%
2.79%
+192.8%
Q3 2021$982,000
+39.9%
15,678
+704.0%
0.95%
+24.9%
Q2 2021$702,000
-78.0%
1,950
-79.8%
0.76%
-79.7%
Q1 2021$3,191,000
-27.2%
9,632
-27.8%
3.76%
-29.9%
Q4 2020$4,381,00013,3445.36%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 277,844$14,998,0196.15%
Hall Private Wealth Advisors 206,568$11,150,5415.81%
Concorde Asset Management, LLC 86,951$4,693,6025.56%
FinDec Wealth Services, Inc. 127,463$6,880,4535.20%
OGOREK ANTHONY JOSEPH /NY/ /ADV 163,060$8,8013.60%
Flaharty Asset Management, LLC 350,733$18,932,5943.38%
Somerset Group LLC 68,954$3,722,1373.24%
Madden Advisory Services, Inc. 84,560$4,564,5313.20%
Stonebridge Financial Planning Group, LLC 90,849$4,904,0553.16%
RPg Family Wealth Advisory, LLC 102,668$5,542,0193.04%
View complete list of ISHARES TR shareholders