Williams Financial, LLC - 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
Williams Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$423,000
+3.2%
6,942
+11.5%
0.32%
+3.6%
Q4 2021$410,000
+32.3%
6,227
+25.9%
0.31%
+15.3%
Q3 2021$310,000
+8.4%
4,945
+524.4%
0.27%
+15.5%
Q2 2021$286,000
-58.2%
792
-61.8%
0.23%
-60.7%
Q1 2021$685,000
-28.8%
2,074
-29.4%
0.59%
-35.0%
Q4 2020$962,0002,9390.91%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 212,008$13,961,0008.67%
Bullseye Investment Management, LLC 136,626$8,997,0006.55%
OGOREK ANTHONY JOSEPH /NY/ /ADV 200,973$13,234,0005.65%
Madden Advisory Services, Inc. 122,397$8,060,0005.29%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,067,020$70,270,0005.04%
CUMBERLAND ADVISORS INC 331,735$21,845,0004.58%
Safeguard Investment Advisory Group, LLC 110,697$7,289,0004.25%
Diversified, LLC 150,522$9,912,0004.19%
Flaharty Asset Management, LLC 343,176$22,598,0004.16%
Ahrens Investment Partners LLC 140,861$9,276,0004.10%
View complete list of ISHARES TR shareholders