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 ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders