CAROLINAS WEALTH CONSULTING LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.

Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$37,000
-7.5%
600
-0.2%
0.01%
-11.1%
Q4 2021$40,000
+5.3%
601
+0.2%
0.01%0.0%
Q3 2021$38,000
+5.6%
600
+500.0%
0.01%
+12.5%
Q2 2021$36,000
+9.1%
1000.0%0.01%0.0%
Q1 2021$33,0000.0%1000.0%0.01%
-11.1%
Q4 2020$33,000
+3.1%
100
-7.4%
0.01%
-18.2%
Q3 2020$32,000
+23.1%
108
+8.0%
0.01%
+10.0%
Q2 2020$26,000
+18.2%
1000.0%0.01%
-16.7%
Q1 2020$22,0001000.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 216,108$10,196,0005.87%
CUMBERLAND ADVISORS INC 308,050$14,534,0005.79%
Crumly & Associates Inc. 241,605$11,399,0004.70%
Ulrich Consultants & Investment Group, LLC 115,045$5,428,0004.19%
Safeguard Investment Advisory Group, LLC 124,770$5,886,0004.03%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,499$8,138,0003.87%
Flaharty Asset Management, LLC 378,713$17,868,0003.68%
Madden Advisory Services, Inc. 81,074$3,825,0003.06%
Ahrens Investment Partners LLC 121,933$5,753,0003.03%
Stonebridge Financial Planning Group, LLC 91,759$4,329,0003.03%
View complete list of ISHARES TR shareholders