Source Financial Advisors 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
Source Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$326,344
-11.3%
6,729
+3.3%
0.11%
-9.1%
Q2 2023$367,766
+4.4%
6,514
-0.2%
0.12%
+2.5%
Q1 2023$352,239
-48.0%
6,525
-49.3%
0.12%
-53.5%
Q4 2022$677,061
+9.9%
12,879
-1.3%
0.25%
+4.1%
Q3 2022$616,000
-9.1%
13,050
-2.9%
0.24%
-8.3%
Q2 2022$678,000
-20.5%
13,442
-4.0%
0.27%
+6.0%
Q1 2022$853,000
-10.1%
13,997
-2.9%
0.25%
-2.0%
Q4 2021$949,000
+2.2%
14,412
-2.6%
0.26%
+6.2%
Q3 2021$929,000
+3.6%
14,795
+495.6%
0.24%
+4.3%
Q2 2021$897,000
+14.1%
2,484
+4.4%
0.23%
+10.0%
Q1 2021$786,000
-2.4%
2,379
-3.3%
0.21%
-3.7%
Q4 2020$805,0002,4600.22%
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