IAG Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 197 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.26 and the average weighting 0.1%.

Quarter-by-quarter ownership
IAG Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$31,501
-3.8%
1280.0%0.01%0.0%
Q2 2023$32,742
+3.5%
1280.0%0.01%0.0%
Q1 2023$31,643
-7.6%
1280.0%0.01%
-10.0%
Q4 2022$34,264
+3.8%
1280.0%0.01%
-9.1%
Q3 2022$33,0000.0%1280.0%0.01%0.0%
Q2 2022$33,000
-8.3%
1280.0%0.01%0.0%
Q1 2022$36,000
-2.7%
1280.0%0.01%
-8.3%
Q4 2021$37,000
+12.1%
1280.0%0.01%0.0%
Q3 2021$33,000
-5.7%
1280.0%0.01%
-7.7%
Q2 2021$35,000
+6.1%
1280.0%0.01%0.0%
Q1 2021$33,000
+6.5%
1280.0%0.01%0.0%
Q4 2020$31,000
+19.2%
1280.0%0.01%
+8.3%
Q3 2020$26,000
+4.0%
1280.0%0.01%0.0%
Q2 2020$25,000
+13.6%
1280.0%0.01%
-20.0%
Q1 2020$22,0001280.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Ayalon Insurance Comp Ltd. 17,540$4,116,0001.87%
Wharton Business Group, LLC 84,475$19,825,0001.62%
PURA VIDA INVESTMENTS, LLC 155,000$36,375,0001.32%
MARTIN & CO INC /TN/ 19,847$4,658,0001.19%
Terra Nova Asset Management LLC 4,928$1,157,0001.17%
FMA ADVISORY INC 12,985$3,047,0001.02%
Phoenix Holdings Ltd. 136,060$31,881,0000.85%
Carl P. Sherr & Co., LLC 3,540$831,0000.66%
MURPHY CAPITAL MANAGEMENT INC 18,541$4,351,0000.58%
Clal Insurance Enterprises Holdings Ltd 168,673$36,984,0000.50%
View complete list of ISHARES TR shareholders