Williams Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 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 Q1 2022
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders