JACKSON SQUARE CAPITAL, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
JACKSON SQUARE CAPITAL, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$214,096
+4.6%
3,7920.0%0.09%
-6.5%
Q1 2023$204,692
-12.5%
3,792
-1.4%
0.09%
+26.0%
Q1 2022$234,000
-7.5%
3,8460.0%0.07%0.0%
Q4 2021$253,000
+5.0%
3,8460.0%0.07%
-6.4%
Q3 2021$241,000
+4.3%
3,846
+500.0%
0.08%
+5.4%
Q2 2021$231,000
+9.0%
6410.0%0.07%
-8.6%
Q1 2021$212,000
-41.3%
641
-41.9%
0.08%
-41.7%
Q4 2020$361,000
+4.9%
1,103
-3.8%
0.14%
-7.9%
Q3 2020$344,000
-4.7%
1,147
-15.9%
0.15%
-17.0%
Q2 2020$361,000
-19.4%
1,364
-31.4%
0.18%
-47.7%
Q1 2020$448,000
-25.2%
1,988
-12.3%
0.35%
+0.9%
Q4 2019$599,0002,2680.34%
Other shareholders
ISHARES TR shareholders Q4 2020
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