U.S. Capital Wealth Advisors, LLC - 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
U.S. Capital Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$624,050
-25.8%
12,867
-13.7%
0.03%
-30.0%
Q2 2023$841,310
+2.0%
14,901
-2.5%
0.04%
+5.3%
Q1 2023$824,868
+31.3%
15,281
+27.9%
0.04%
+31.0%
Q4 2022$628,001
+38.3%
11,946
+24.1%
0.03%
+26.1%
Q3 2022$454,000
-83.8%
9,623
-82.7%
0.02%
-81.3%
Q2 2022$2,808,000
-25.2%
55,662
-9.6%
0.12%
-10.2%
Q1 2022$3,754,000
-5.6%
61,577
+2.0%
0.14%
-12.7%
Q4 2021$3,975,000
+8.1%
60,365
+3.1%
0.16%
-1.3%
Q3 2021$3,676,00058,5610.16%
Other shareholders
ISHARES TR shareholders Q3 2023
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