Kaizen Financial Strategies - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kaizen Financial Strategies ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$456,000
-17.2%
9,0400.0%0.45%
+4.2%
Q1 2022$551,000
-6.5%
9,040
+1.1%
0.43%
-2.0%
Q4 2021$589,000
+5.0%
8,9400.0%0.44%
-2.4%
Q3 2021$561,000
+14.0%
8,940
+500.0%
0.45%
-3.6%
Q1 2021$492,000
-0.4%
1,490
-1.3%
0.47%
-14.6%
Q4 2020$494,0001,5100.55%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 216,108$10,196,0005.87%
CUMBERLAND ADVISORS INC 308,050$14,534,0005.79%
Crumly & Associates Inc. 241,605$11,399,0004.70%
Ulrich Consultants & Investment Group, LLC 115,045$5,428,0004.19%
Safeguard Investment Advisory Group, LLC 124,770$5,886,0004.03%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,499$8,138,0003.87%
Flaharty Asset Management, LLC 378,713$17,868,0003.68%
Madden Advisory Services, Inc. 81,074$3,825,0003.06%
Ahrens Investment Partners LLC 121,933$5,753,0003.03%
Stonebridge Financial Planning Group, LLC 91,759$4,329,0003.03%
View complete list of ISHARES TR shareholders