BAKER TILLY WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 140 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BAKER TILLY WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$514,494
-11.5%
13,360
-13.0%
0.08%
+39.3%
Q2 2023$581,104
-4.3%
15,365
-8.1%
0.06%
-10.3%
Q1 2023$607,445
+6.4%
16,711
-3.3%
0.07%
-2.9%
Q4 2022$570,784
-18.8%
17,286
-16.5%
0.07%
-27.1%
Q3 2022$703,000
-3.2%
20,7110.0%0.10%
+1.1%
Q2 2022$726,000
-33.1%
20,711
-18.5%
0.10%
-20.8%
Q1 2022$1,085,000
-4.3%
25,4110.0%0.12%
-1.6%
Q4 2021$1,134,000
+1.4%
25,411
-1.2%
0.12%
-17.6%
Q3 2021$1,118,000
+0.7%
25,7260.0%0.15%
-17.3%
Q2 2021$1,110,000
+15.1%
25,726
+2.0%
0.18%
-9.1%
Q1 2021$964,000
+214.0%
25,226
+231.7%
0.20%
+107.4%
Q4 2020$307,0007,6050.10%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
ABSOLUTE CAPITAL MANAGEMENT, LLC 39,400$1,338,024,0001.75%
AMARILLO NATIONAL BANK 139,884$4,750,0001.10%
Trinity Legacy Partners, LLC 71,267$2,420,0001.03%
LVM CAPITAL MANAGEMENT LTD/MI 175,990$5,977,0000.92%
Sierra Capital LLC 117,113$3,977,0000.74%
ALTERNA WEALTH MANAGEMENT, INC 18,339$623,0000.74%
WealthOne, LLC 36,987$1,256,0000.54%
Purus Wealth Management, LLC 16,748$569,0000.52%
Wharton Business Group, LLC 209,516$7,115,0000.48%
RETIREMENT CAPITAL STRATEGIES 26,900$914,0000.42%
View complete list of ISHARES TR shareholders