Safeguard Investment Advisory Group, 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
Safeguard Investment Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,917,520
-11.6%
101,368
+2.9%
2.14%
-9.7%
Q2 2023$5,563,685
+1.3%
98,522
-3.1%
2.37%
-10.2%
Q1 2023$5,490,090
-20.2%
101,706
-22.2%
2.64%
-37.7%
Q4 2022$6,877,445
+16.8%
130,804
+4.8%
4.24%
+5.2%
Q3 2022$5,886,000
-14.8%
124,770
+10.1%
4.03%
-5.2%
Q2 2022$6,910,0000.0%113,3660.0%4.25%
-9.8%
Q1 2022$6,910,000
-5.2%
113,366
+2.4%
4.72%
+10.9%
Q4 2021$7,289,000
+10.3%
110,697
+5.1%
4.25%
-0.6%
Q3 2021$6,611,000
+11.1%
105,310
+539.0%
4.28%
+0.9%
Q2 2021$5,950,000
+23.5%
16,481
+13.0%
4.24%
-1.5%
Q1 2021$4,817,000
+70.8%
14,581
+69.2%
4.30%
+72.1%
Q4 2020$2,820,0008,6182.50%
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